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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 | $102,422+105.6% | $147,117+43.1% | $80,959+160.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 6.86% | 135.16%-128.3pp | 420.54%-413.7pp | 35.67%-28.8pp |
| Employer contribution / active EE | $9,767 | $3,717+162.7% | $4,932+98.0% | $2,757+254.3% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $13,675 | $7,953+71.9% | $12,993+5.3% | $6,925+97.5% |