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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 | $158,744 | $79,223+100.4% | $102,460+54.9% | $74,478+113.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 10.71% | 54.98%-44.3pp | 29.47%-18.8pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $6,549 | $2,363+177.1% | $3,025+116.5% | $2,626+149.4% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $5,709 | $2,003+185.0% | $9,460-39.7% | $1,946+193.4% |