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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 | $50,554+46.0% | $67,681+9.0% | $87,485-15.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 9.80% | 17.81%-8.0pp | 590.58%-580.8pp | 26.06%-16.3pp |
| Employer contribution / active EE | $12,288 | $1,988+518.0% | $2,678+358.8% | $2,596+373.3% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,296 | $4,132+100.8% | $6,100+36.0% | $7,775+6.7% |