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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 | $71,189 | $111,535-36.2% | $105,223-32.3% | $137,256-48.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.00% | 237.85%-228.9pp | 180.65%-171.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $13,439 | $3,939+241.1% | $3,689+264.3% | $4,156+223.4% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,101 | $9,721-68.1% | $8,859-65.0% | $12,270-74.7% |