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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 | $153,980 | $98,240+56.7% | $82,312+87.1% | $147,586+4.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 8.14% | 30.85%-22.7pp | 25.88%-17.7pp | 578.59%-570.5pp |
| Employer contribution / active EE | $15,538 | $3,192+386.8% | $2,428+539.9% | $4,876+218.6% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $772 | $8,563-91.0% | $5,608-86.2% | $10,886-92.9% |