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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 | $130,319 | $99,875+30.5% | $146,866-11.3% | $86,983+49.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 13.36% | 28.10%-14.7pp | 102.85%-89.5pp | 25.83%-12.5pp |
| Employer contribution / active EE | $8,238 | $3,224+155.5% | $4,425+86.2% | $2,584+218.8% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,475 | $7,838-68.4% | $13,620-81.8% | $7,856-68.5% |