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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 | $88,694 | $110,379-19.6% | $102,412-13.4% | $145,884-39.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.96% | 24.84%-17.9pp | 24.94%-18.0pp | 551.85%-544.9pp |
| Employer contribution / active EE | $9,958 | $4,216+136.2% | $3,870+157.3% | $4,662+113.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $25,632 | $9,745+163.0% | $8,388+205.6% | $13,392+91.4% |