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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 | $148,002 | $102,429+44.5% | $147,096+0.6% | $80,925+82.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.61% | 135.02%-124.4pp | 419.75%-409.1pp | 35.65%-25.0pp |
| Employer contribution / active EE | $3,265 | $3,716-12.1% | $4,936-33.9% | $2,756+18.5% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,622 | $7,957-67.0% | $13,005-79.8% | $6,940-62.2% |