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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 | $205,628 | $106,280+93.5% | $96,538+113.0% | $139,487+47.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.76% | 38.48%-29.7pp | 35.74%-27.0pp | 373.84%-365.1pp |
| Employer contribution / active EE | $26,970 | $4,107+556.7% | $3,740+621.1% | $4,755+467.2% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,852 | $7,888-63.8% | $6,737-57.7% | $11,407-75.0% |