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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 | $135,782 | $107,363+26.5% | $92,909+46.1% | $152,897-11.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 11.36% | 145.63%-134.3pp | 109.44%-98.1pp | 345.43%-334.1pp |
| Employer contribution / active EE | $21,032 | $4,222+398.1% | $3,653+475.7% | $4,764+341.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,732 | $7,082-19.1% | $5,795-1.1% | $11,599-50.6% |