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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 | $149,256 | $91,037+64.0% | $71,671+108.2% | $147,586+1.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 5.99% | 20.48%-14.5pp | 20.65%-14.7pp | 578.59%-572.6pp |
| Employer contribution / active EE | $2,797 | $3,327-16.0% | $2,460+13.7% | $4,876-42.7% |
| Participant deferral / active EE | $4,364 | $4,498-3.0% | $3,438+26.9% | $5,439-19.8% |
| Admin fee / account holder | $271,553 | $8,613+3053.0% | $5,558+4785.4% | $10,886+2394.6% |