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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 | $248,891 | $162,967+52.7% | $135,792+83.3% | $138,895+79.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 5.06% | 30.08%-25.0pp | 25.96%-20.9pp | 145.39%-140.3pp |
| Employer contribution / active EE | $16,667 | $4,211+295.8% | $3,496+376.8% | $4,194+297.4% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $128,024 | $15,306+736.4% | $12,266+943.8% | $12,562+919.1% |