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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 | $69,229 | $185,883-62.8% | $170,043-59.3% | $139,466-50.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.46% | 60.54%-53.1pp | 53.40%-45.9pp | 373.66%-366.2pp |
| Employer contribution / active EE | $13,500 | $7,596+77.7% | $6,790+98.8% | $4,754+184.0% |
| Participant deferral / active EE | $10,858 | $11,626-6.6% | $10,410+4.3% | $6,712+61.8% |
| Admin fee / account holder | $6,073 | $15,393-60.6% | $12,824-52.6% | $11,409-46.8% |