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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 | $197,267 | $98,776+99.7% | $149,745+31.7% | $79,856+147.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 7.69% | 27.38%-19.7pp | 276.72%-269.0pp | 31.71%-24.0pp |
| Employer contribution / active EE | $11,126 | $3,217+245.8% | $4,646+139.5% | $2,471+350.2% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,393 | $6,053+22.1% | $9,312-20.6% | $5,306+39.3% |