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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,531 | $105,200+21.2% | $159,474-20.0% | $85,847+48.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.41% | 45.08%-34.7pp | 263.68%-253.3pp | 318.61%-308.2pp |
| Employer contribution / active EE | $7,826 | $3,319+135.8% | $4,831+62.0% | $2,565+205.1% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $719 | $6,934-89.6% | $10,802-93.3% | $6,261-88.5% |