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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 | $109,828 | $70,430+55.9% | $96,572+13.7% | $85,851+27.9% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 6.06% | 18.58%-12.5pp | 37.79%-31.7pp | 318.63%-312.6pp |
| Employer contribution / active EE | $14,972 | $1,413+959.4% | $2,357+535.1% | $2,565+483.6% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,742 | $4,996-45.1% | $6,183-55.7% | $6,261-56.2% |