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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 | $105,103 | $49,976+110.3% | $66,674+57.6% | $82,637+27.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 11.39% | 39.09%-27.7pp | 321.24%-309.9pp | 53.51%-42.1pp |
| Employer contribution / active EE | $4,106 | $1,988+106.5% | $2,620+56.7% | $2,552+60.9% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,342 | $4,594+125.1% | $5,098+102.9% | $7,339+40.9% |