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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 | $171,539 | $99,994+71.5% | $146,647+17.0% | $85,851+99.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 9.67% | 18.93%-9.3pp | 22.75%-13.1pp | 318.63%-309.0pp |
| Employer contribution / active EE | $7,933 | $2,559+210.0% | $4,137+91.8% | $2,565+209.2% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,394 | $7,703+34.9% | $10,281+1.1% | $6,261+66.0% |