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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 | $203,293 | $142,426+42.7% | $115,167+76.5% | $152,909+33.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 7.85% | 41.48%-33.6pp | 35.60%-27.8pp | 345.46%-337.6pp |
| Employer contribution / active EE | $6,785 | $4,011+69.2% | $3,179+113.4% | $4,764+42.4% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,806 | $8,464-19.6% | $7,089-4.0% | $11,601-41.3% |