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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 | $204,017 | $61,815+230.0% | $97,295+109.7% | $80,959+152.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 8.28% | -558.73%+567.0pp | 75.62%-67.3pp | 35.67%-27.4pp |
| Employer contribution / active EE | $6,978 | $1,836+280.0% | $2,723+156.3% | $2,757+153.1% |
| Participant deferral / active EE | $8,270 | $3,027+173.2% | $4,264+94.0% | $4,300+92.3% |
| Admin fee / account holder | $2,817 | $5,166-45.5% | $5,646-50.1% | $6,925-59.3% |