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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 | $113,017 | $115,810-2.4% | $101,271+11.6% | $158,966-28.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.95% | 56.15%-49.2pp | 46.48%-39.5pp | 302.95%-296.0pp |
| Employer contribution / active EE | $11,553 | $4,175+176.7% | $3,660+215.7% | $4,762+142.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $666 | $7,248-90.8% | $5,948-88.8% | $11,250-94.1% |