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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 | $167,115 | $116,203+43.8% | $93,621+78.5% | $152,897+9.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 8.93% | 35.96%-27.0pp | 32.76%-23.8pp | 345.43%-336.5pp |
| Employer contribution / active EE | $8,000 | $3,219+148.5% | $2,719+194.3% | $4,764+67.9% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $33,465 | $10,751+211.3% | $7,890+324.1% | $11,599+188.5% |