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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 | $95,919 | $118,875-19.3% | $96,572-0.7% | $167,553-42.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 6.07% | 50.50%-44.4pp | 37.79%-31.7pp | 478.89%-472.8pp |
| Employer contribution / active EE | $9,480 | $3,121+203.7% | $2,357+302.1% | $4,840+95.9% |
| Participant deferral / active EE | $4,550 | $4,617-1.5% | $3,850+18.2% | $6,343-28.3% |
| Admin fee / account holder | $92,929 | $8,070+1051.6% | $6,183+1403.0% | $12,316+654.5% |