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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 | $82,684 | $89,370-7.5% | $141,197-41.4% | $72,976+13.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.31% | 111.88%-97.6pp | 71.41%-57.1pp | 81.02%-66.7pp |
| Employer contribution / active EE | $8,515 | $3,115+173.4% | $4,736+79.8% | $2,440+249.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,392 | $5,957+24.1% | $10,265-28.0% | $5,124+44.3% |