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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 | $140,092 | $98,463+42.3% | $119,237+17.5% | $85,851+63.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 8.11% | 38.53%-30.4pp | 30.70%-22.6pp | 318.63%-310.5pp |
| Employer contribution / active EE | $11,423 | $3,698+208.9% | $4,383+160.6% | $2,565+345.2% |
| Participant deferral / active EE | $0 | $4,942-100.0% | $6,112-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11,685 | $7,493+55.9% | $7,229+61.6% | $6,261+86.6% |