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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 | $99,985 | $197,625-49.4% | $177,840-43.8% | $158,966-37.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.43% | 58.76%-56.3pp | 48.32%-45.9pp | 302.95%-300.5pp |
| Employer contribution / active EE | $17,857 | $6,698+166.6% | $5,919+201.7% | $4,762+275.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,848 | $15,405+22.4% | $12,431+51.6% | $11,250+67.5% |