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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 | $115,321 | $78,707+46.5% | $117,861-2.2% | $70,126+64.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 8.65% | 23.30%-14.7pp | 335.11%-326.5pp | 73.15%-64.5pp |
| Employer contribution / active EE | $8,238 | $2,223+270.5% | $3,786+117.6% | $2,343+251.7% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,405 | $5,066-32.8% | $8,021-57.5% | $4,645-26.7% |