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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 | $206,989 | $78,425+163.9% | $95,956+115.7% | $79,858+159.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 7.89% | 19.37%-11.5pp | 91.63%-83.7pp | 31.72%-23.8pp |
| Employer contribution / active EE | $8,729 | $1,945+348.7% | $2,541+243.5% | $2,471+253.3% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,108 | $5,622-44.7% | $6,797-54.3% | $5,306-41.4% |