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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 | $144,552 | $155,833-7.2% | $124,693+15.9% | $167,536-13.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 7.53% | 17.98%-10.4pp | 5144.19%-5136.7pp | 478.82%-471.3pp |
| Employer contribution / active EE | $14,300 | $4,164+243.4% | $3,324+330.2% | $4,839+195.5% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $9,082 | $9,534-4.7% | $7,494+21.2% | $12,315-26.3% |