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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 | $224,776 | $100,901+122.8% | $75,501+197.7% | $147,586+52.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 5.77% | 35.78%-30.0pp | 27.35%-21.6pp | 578.59%-572.8pp |
| Employer contribution / active EE | $19,236 | $3,253+491.3% | $2,352+717.9% | $4,876+294.5% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $808 | $11,285-92.8% | $5,801-86.1% | $10,886-92.6% |