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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 | $73,795 | $55,457+33.1% | $77,361-4.6% | $94,015-21.5% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 9.80% | 15.57%-5.8pp | 1011.54%-1001.7pp | 17.84%-8.0pp |
| Employer contribution / active EE | $12,288 | $2,255+445.0% | $2,990+311.0% | $2,790+340.4% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $8,296 | $4,334+91.4% | $5,894+40.8% | $8,951-7.3% |