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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 | $165,843 | $102,393+62.0% | $147,041+12.8% | $80,911+105.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.85% | 134.95%-125.1pp | 419.21%-409.4pp | 35.63%-25.8pp |
| Employer contribution / active EE | $11,160 | $3,715+200.4% | $4,935+126.1% | $2,756+305.0% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,853 | $7,943-76.7% | $13,006-85.8% | $6,935-73.3% |