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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 | $168,083 | $107,368+56.5% | $92,915+80.9% | $152,909+9.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 10.00% | 145.64%-135.6pp | 109.45%-99.4pp | 345.46%-335.5pp |
| Employer contribution / active EE | $22,800 | $4,222+440.0% | $3,653+524.1% | $4,764+378.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,864 | $7,082+11.0% | $5,796+35.7% | $11,601-32.2% |