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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 | $68,825 | $54,757+25.7% | $90,304-23.8% | $72,975-5.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 11.25% | 30.63%-19.4pp | 78.13%-66.9pp | 81.01%-69.8pp |
| Employer contribution / active EE | $7,744 | $2,093+270.0% | $2,855+171.3% | $2,440+217.4% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $14,908 | $3,973+275.2% | $5,354+178.4% | $5,124+190.9% |