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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 | $94,265 | $51,638+82.6% | $68,368+37.9% | $82,448+14.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.56% | 37.53%-25.0pp | 292.57%-280.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $7,754 | $2,047+278.9% | $2,649+192.7% | $2,551+204.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,089 | $4,643+74.2% | $5,150+57.1% | $7,234+11.8% |