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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 | $88,598 | $68,398+29.5% | $94,664-6.4% | $75,173+17.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 11.31% | 616.72%-605.4pp | 156.84%-145.5pp | 160.72%-149.4pp |
| Employer contribution / active EE | $8,019 | $2,701+196.9% | $3,673+118.3% | $2,671+200.2% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,080 | $5,324-60.9% | $7,222-71.2% | $5,651-63.2% |