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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 | $166,551 | $50,554+229.5% | $67,681+146.1% | $87,485+90.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.67% | 17.81%-7.1pp | 590.58%-579.9pp | 26.06%-15.4pp |
| Employer contribution / active EE | $2,547 | $1,988+28.1% | $2,678-4.9% | $2,596-1.9% |
| Participant deferral / active EE | $4,148 | $2,961+40.1% | $3,976+4.3% | $4,274-2.9% |
| Admin fee / account holder | $16,823 | $4,132+307.1% | $6,100+175.8% | $7,775+116.4% |