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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 | $145,130 | $77,901+86.3% | $149,717-3.1% | $75,181+93.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.42% | 31.73%-19.3pp | 134.41%-122.0pp | 160.69%-148.3pp |
| Employer contribution / active EE | $9,512 | $3,137+203.2% | $4,820+97.3% | $2,671+256.2% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,801 | $5,949-69.7% | $13,213-86.4% | $5,650-68.1% |