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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 | $136,922 | $185,856-26.3% | $170,028-19.5% | $139,456-1.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.60% | 60.52%-52.9pp | 53.39%-45.8pp | 373.45%-365.8pp |
| Employer contribution / active EE | $14,000 | $7,593+84.4% | $6,788+106.3% | $4,753+194.6% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,576 | $15,387-83.3% | $12,820-79.9% | $11,407-77.4% |