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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 | $114,516 | $102,422+11.8% | $147,117-22.2% | $80,959+41.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.09% | 135.16%-126.1pp | 420.54%-411.5pp | 35.67%-26.6pp |
| Employer contribution / active EE | $6,040 | $3,717+62.5% | $4,932+22.4% | $2,757+119.1% |
| Participant deferral / active EE | $8,123 | $6,652+22.1% | $8,065+0.7% | $4,300+88.9% |
| Admin fee / account holder | $2,034 | $7,953-74.4% | $12,993-84.3% | $6,925-70.6% |