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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 | $108,408 | $89,370+21.3% | $141,197-23.2% | $72,976+48.6% |
| Participation rate | 97.9% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 8.87% | 111.88%-103.0pp | 71.41%-62.5pp | 81.02%-72.1pp |
| Employer contribution / active EE | $10,638 | $3,115+241.5% | $4,736+124.6% | $2,440+336.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,195 | $5,957-46.4% | $10,265-68.9% | $5,124-37.7% |