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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 | $108,014 | $100,033+8.0% | $149,716-27.9% | $70,124+54.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 3.45% | 27.43%-24.0pp | 1501.67%-1498.2pp | 73.14%-69.7pp |
| Employer contribution / active EE | $11,924 | $3,661+225.7% | $5,444+119.0% | $2,342+409.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,832 | $8,285-65.8% | $11,282-74.9% | $4,645-39.0% |