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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 | $92,074 | $71,208+29.3% | $93,681-1.7% | $80,911+13.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.73% | 11.27%-1.5pp | 133.47%-123.7pp | 35.63%-25.9pp |
| Employer contribution / active EE | $6,250 | $1,564+299.5% | $2,422+158.0% | $2,756+126.8% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,683 | $6,951-75.8% | $8,290-79.7% | $6,935-75.7% |