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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 | $79,181+100.5% | $102,423+55.0% | $74,429+113.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 10.71% | 54.97%-44.3pp | 29.42%-18.7pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $6,549 | $2,362+177.3% | $3,023+116.6% | $2,625+149.5% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $5,709 | $2,002+185.2% | $9,455-39.6% | $1,944+193.6% |