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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 | $111,851 | $96,236+16.2% | $133,698-16.3% | $80,959+38.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 10.05% | 28.74%-18.7pp | 580.90%-570.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $6,845 | $3,350+104.3% | $4,218+62.3% | $2,757+148.3% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,963 | $8,250+8.6% | $6,703+33.7% | $6,925+29.4% |