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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 | $79,184+100.5% | $102,438+55.0% | $74,546+112.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 10.71% | 54.95%-44.2pp | 29.37%-18.7pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $6,549 | $2,362+177.3% | $3,024+116.6% | $2,624+149.5% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $5,709 | $2,001+185.3% | $9,448-39.6% | $1,944+193.7% |