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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 | $170,466 | $97,648+74.6% | $121,663+40.1% | $87,485+94.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 10.48% | 18.03%-7.5pp | 147.54%-137.1pp | 26.06%-15.6pp |
| Employer contribution / active EE | $19,091 | $2,300+729.9% | $3,020+532.2% | $2,596+635.3% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $63,388 | $11,100+471.1% | $14,289+343.6% | $7,775+715.3% |