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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 | $84,954 | $47,479+78.9% | $62,929+35.0% | $82,448+3.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 10.85% | 20.34%-9.5pp | 1063.93%-1053.1pp | 41.64%-30.8pp |
| Employer contribution / active EE | $9,017 | $1,885+378.2% | $2,505+260.0% | $2,551+253.5% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,152 | $3,804+9.2% | $5,065-18.0% | $7,234-42.6% |