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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 | $130,441 | $91,559+42.5% | $133,978-2.6% | $79,856+63.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 8.07% | 61.85%-53.8pp | 45.10%-37.0pp | 31.71%-23.6pp |
| Employer contribution / active EE | $17,101 | $2,384+617.4% | $3,919+336.4% | $2,471+592.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,276 | $6,321-48.2% | $8,930-63.3% | $5,306-38.3% |