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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 | $105,956 | $85,766+23.5% | $136,298-22.3% | $70,126+51.1% |
| Participation rate | 98.3% | 74.2%+24.1pp | 81.9%+16.4pp | 69.5%+28.7pp |
| Annual return | 7.62% | 31.46%-23.8pp | 5156.27%-5148.7pp | 73.15%-65.5pp |
| Employer contribution / active EE | $10,079 | $2,966+239.8% | $4,696+114.6% | $2,343+330.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,274 | $5,421+89.5% | $9,244+11.1% | $4,645+121.2% |