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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 | $84,813 | $78,707+7.8% | $117,861-28.0% | $70,126+20.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 10.68% | 23.30%-12.6pp | 335.11%-324.4pp | 73.15%-62.5pp |
| Employer contribution / active EE | $8,977 | $2,223+303.7% | $3,786+137.1% | $2,343+283.2% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,059 | $5,066-79.1% | $8,021-86.8% | $4,645-77.2% |