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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 | $93,902 | $103,038-8.9% | $90,324+4.0% | $152,909-38.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 9.34% | 95.25%-85.9pp | 78.15%-68.8pp | 345.46%-336.1pp |
| Employer contribution / active EE | $9,109 | $3,141+190.0% | $2,856+219.0% | $4,764+91.2% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,797 | $6,177-38.5% | $5,356-29.1% | $11,601-67.3% |