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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 | $216,163 | $91,037+137.4% | $71,671+201.6% | $147,586+46.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 8.03% | 20.48%-12.5pp | 20.65%-12.6pp | 578.59%-570.6pp |
| Employer contribution / active EE | $11,748 | $3,327+253.1% | $2,460+377.6% | $4,876+140.9% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,164 | $8,613+29.6% | $5,558+100.8% | $10,886+2.6% |