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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 | $169,754 | $94,749+79.2% | $112,899+50.4% | $139,466+21.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 9.10% | 40.92%-31.8pp | 34.11%-25.0pp | 373.66%-364.6pp |
| Employer contribution / active EE | $8,189 | $4,630+76.9% | $4,566+79.3% | $4,754+72.3% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $6,516-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,803 | $8,530-32.0% | $7,047-17.7% | $11,409-49.1% |