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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 | $98,701 | $125,797-21.5% | $170,028-42.0% | $75,181+31.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 7.45% | 27.20%-19.7pp | 53.39%-45.9pp | 160.69%-153.2pp |
| Employer contribution / active EE | $8,746 | $4,616+89.5% | $6,788+28.8% | $2,671+227.5% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,409-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,127 | $8,177-86.2% | $12,820-91.2% | $5,650-80.1% |