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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 | $125,361 | $115,917+8.1% | $100,535+24.7% | $158,982-21.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.23% | 34.80%-28.6pp | 30.90%-24.7pp | 302.99%-296.8pp |
| Employer contribution / active EE | $14,334 | $4,105+249.2% | $3,419+319.3% | $4,763+201.0% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $46,772 | $11,002+325.1% | $8,085+478.5% | $11,252+315.7% |