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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 | $65,378 | $172,111-62.0% | $150,298-56.5% | $137,256-52.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.46% | 69.37%-61.9pp | 62.79%-55.3pp | 220.34%-212.9pp |
| Employer contribution / active EE | $8,609 | $4,636+85.7% | $4,154+107.3% | $4,156+107.2% |
| Participant deferral / active EE | $9,155 | $6,166+48.5% | $5,453+67.9% | $6,407+42.9% |
| Admin fee / account holder | $88,615 | $16,471+438.0% | $14,116+527.8% | $12,270+622.2% |