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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 | $181,043 | $51,638+250.6% | $68,368+164.8% | $82,448+119.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 8.57% | 37.53%-29.0pp | 292.57%-284.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $12,233 | $2,047+497.8% | $2,649+361.8% | $2,551+379.5% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,900 | $4,643+113.2% | $5,150+92.2% | $7,234+36.8% |