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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 | $121,957 | $98,776+23.5% | $149,745-18.6% | $79,856+52.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 7.53% | 27.38%-19.8pp | 276.72%-269.2pp | 31.71%-24.2pp |
| Employer contribution / active EE | $6,804 | $3,217+111.5% | $4,646+46.5% | $2,471+175.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,978 | $6,053-17.8% | $9,312-46.5% | $5,306-6.2% |