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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 | $170,488 | $77,901+118.9% | $149,717+13.9% | $75,181+126.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.35% | 31.73%-23.4pp | 134.41%-126.1pp | 160.69%-152.3pp |
| Employer contribution / active EE | $9,648 | $3,137+207.5% | $4,820+100.2% | $2,671+261.3% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,633 | $5,949+11.5% | $13,213-49.8% | $5,650+17.4% |