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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 | $100,758 | $89,259+12.9% | $107,187-6.0% | $82,637+21.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 6.86% | 21.02%-14.2pp | 204.55%-197.7pp | 53.51%-46.6pp |
| Employer contribution / active EE | $4,167 | $3,080+35.3% | $3,782+10.2% | $2,552+63.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,087 | $7,381+23.1% | $9,162-0.8% | $7,339+23.8% |