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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 | $113,810 | $93,373+21.9% | $152,473-25.4% | $85,847+32.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 7.62% | 21.84%-14.2pp | 757.59%-750.0pp | 318.61%-311.0pp |
| Employer contribution / active EE | $4,382 | $2,996+46.3% | $4,326+1.3% | $2,565+70.8% |
| Participant deferral / active EE | $0 | $4,550-100.0% | $5,817-100.0% | $3,952-100.0% |
| Admin fee / account holder | $31,995 | $13,853+131.0% | $15,811+102.4% | $6,261+411.1% |