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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 | $169,422 | $124,336+36.3% | $111,303+52.2% | $167,518+1.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 7.95% | 37.45%-29.5pp | 54.66%-46.7pp | 478.71%-470.8pp |
| Employer contribution / active EE | $11,340 | $3,436+230.0% | $2,731+315.2% | $4,838+134.4% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $856 | $10,623-91.9% | $7,966-89.3% | $12,312-93.1% |