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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 | $210,558 | $102,429+105.6% | $147,096+43.1% | $80,925+160.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 6.86% | 135.02%-128.2pp | 419.75%-412.9pp | 35.65%-28.8pp |
| Employer contribution / active EE | $9,767 | $3,716+162.9% | $4,936+97.9% | $2,756+254.4% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $13,675 | $7,957+71.9% | $13,005+5.1% | $6,940+97.0% |