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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 | $70,754 | $88,360-19.9% | $145,433-51.3% | $67,986+4.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 10.74% | 63.15%-52.4pp | 66.58%-55.8pp | 31.67%-20.9pp |
| Employer contribution / active EE | $7,454 | $3,054+144.1% | $4,554+63.7% | $2,019+269.2% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $309 | $3,313-90.7% | $13,129-97.6% | $3,203-90.3% |