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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 | $249,919 | $80,983+208.6% | $96,544+158.9% | $75,177+232.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 11.68% | 27.05%-15.4pp | 25.88%-14.2pp | 160.75%-149.1pp |
| Employer contribution / active EE | $18,851 | $2,282+725.9% | $2,966+535.5% | $2,671+605.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $30,188 | $6,717+349.5% | $8,254+265.7% | $5,651+434.2% |