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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 | $134,888 | $91,559+47.3% | $133,978+0.7% | $79,856+68.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 6.98% | 61.85%-54.9pp | 45.10%-38.1pp | 31.71%-24.7pp |
| Employer contribution / active EE | $16,479 | $2,384+591.3% | $3,919+320.5% | $2,471+566.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $14,267 | $6,321+125.7% | $8,930+59.8% | $5,306+168.9% |