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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 | $143,533 | $91,552+56.8% | $133,956+7.1% | $79,860+79.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 6.23% | 61.85%-55.6pp | 45.09%-38.9pp | 31.72%-25.5pp |
| Employer contribution / active EE | $16,092 | $2,384+575.1% | $3,919+310.7% | $2,471+551.2% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $13,942 | $6,321+120.6% | $8,927+56.2% | $5,306+162.7% |