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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 | $106,299 | $102,429+3.8% | $147,096-27.7% | $80,925+31.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 5.35% | 135.02%-129.7pp | 419.75%-414.4pp | 35.65%-30.3pp |
| Employer contribution / active EE | $7,432 | $3,716+100.0% | $4,936+50.6% | $2,756+169.7% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,557 | $7,957+20.1% | $13,005-26.5% | $6,940+37.7% |