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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 | $99,426 | $69,252+43.6% | $64,099+55.1% | $139,456-28.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.46% | 45.89%-38.4pp | 33.70%-26.2pp | 373.45%-366.0pp |
| Employer contribution / active EE | $8,488 | $3,184+166.6% | $2,748+208.9% | $4,753+78.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $3,881-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,513 | $4,248-64.4% | $3,070-50.7% | $11,407-86.7% |