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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 | $139,755 | $65,696+112.7% | $56,429+147.7% | $147,585-5.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 7.71% | 13.32%-5.6pp | 19.04%-11.3pp | 578.58%-570.9pp |
| Employer contribution / active EE | $5,153 | $4,121+25.0% | $3,405+51.3% | $4,876+5.7% |
| Participant deferral / active EE | $0 | $4,876-100.0% | $3,951-100.0% | $5,439-100.0% |
| Admin fee / account holder | $21,858 | $5,947+267.6% | $4,466+389.4% | $10,886+100.8% |