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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 | $138,994 | $99,994+39.0% | $146,643-5.2% | $85,847+61.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 8.85% | 18.93%-10.1pp | 22.75%-13.9pp | 318.61%-309.8pp |
| Employer contribution / active EE | $18,317 | $2,559+615.8% | $4,137+342.8% | $2,565+614.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $18,625 | $7,703+141.8% | $10,280+81.2% | $6,261+197.5% |