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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 | $114,777 | $84,236+36.3% | $170,435-32.7% | $70,126+63.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 7.41% | 23.06%-15.7pp | 205.94%-198.5pp | 73.15%-65.7pp |
| Employer contribution / active EE | $6,630 | $3,387+95.7% | $5,432+22.0% | $2,343+183.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $346 | $5,698-93.9% | $13,881-97.5% | $4,645-92.6% |