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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 | $213,588 | $114,013+87.3% | $103,693+106.0% | $155,188+37.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 7.67% | 49.31%-41.6pp | 47.61%-39.9pp | 148.84%-141.2pp |
| Employer contribution / active EE | $5,541 | $3,131+77.0% | $2,920+89.7% | $4,248+30.4% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $30,453 | $8,407+262.2% | $7,858+287.5% | $14,480+110.3% |