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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 | $102,813 | $46,534+120.9% | $64,097+60.4% | $75,177+36.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 7.33% | 26.07%-18.7pp | 33.75%-26.4pp | 160.75%-153.4pp |
| Employer contribution / active EE | $14,130 | $1,976+615.2% | $2,750+413.8% | $2,671+429.0% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,851 | $2,957+199.4% | $3,070+188.3% | $5,651+56.6% |