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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 | $247,456 | $61,816+300.3% | $97,260+154.4% | $80,935+205.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 10.32% | -558.73%+569.1pp | 75.54%-65.2pp | 35.66%-25.3pp |
| Employer contribution / active EE | $6,309 | $1,836+243.5% | $2,721+131.8% | $2,757+128.9% |
| Participant deferral / active EE | $8,469 | $3,027+179.8% | $4,262+98.7% | $4,299+97.0% |
| Admin fee / account holder | $4,636 | $5,166-10.3% | $5,640-17.8% | $6,924-33.1% |