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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 | $75,066 | $105,198-28.6% | $159,455-52.9% | $85,856-12.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.03% | 45.08%-33.0pp | 263.63%-251.6pp | 318.58%-306.6pp |
| Employer contribution / active EE | $6,417 | $3,319+93.4% | $4,830+32.9% | $2,565+150.2% |
| Participant deferral / active EE | $7,081 | $5,946+19.1% | $7,353-3.7% | $3,952+79.2% |
| Admin fee / account holder | $16,473 | $6,934+137.6% | $10,800+52.5% | $6,261+163.1% |