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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 | $95,238 | $102,422-7.0% | $147,117-35.3% | $80,959+17.6% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.7%+29.0pp |
| Annual return | 10.97% | 135.16%-124.2pp | 420.54%-409.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $14,046 | $3,717+277.8% | $4,932+184.8% | $2,757+409.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,399 | $7,953-57.3% | $12,993-73.8% | $6,925-50.9% |