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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 | $111,732 | $105,284+6.1% | $150,734-25.9% | $94,015+18.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 3.54% | 15.67%-12.1pp | 600.81%-597.3pp | 17.84%-14.3pp |
| Employer contribution / active EE | $14,274 | $3,599+296.6% | $4,918+190.2% | $2,790+411.6% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $20,946 | $9,839+112.9% | $14,905+40.5% | $8,951+134.0% |