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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 | $110,116 | $96,236+14.4% | $133,698-17.6% | $80,959+36.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 10.71% | 28.74%-18.0pp | 580.90%-570.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $4,967 | $3,350+48.3% | $4,218+17.8% | $2,757+80.2% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,352 | $8,250-59.4% | $6,703-50.0% | $6,925-51.6% |