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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 | $221,937 | $110,410+101.0% | $102,437+116.7% | $145,897+52.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.60% | 24.85%-18.2pp | 24.95%-18.3pp | 552.29%-545.7pp |
| Employer contribution / active EE | $20,890 | $4,217+395.4% | $3,871+439.7% | $4,663+348.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $72,392 | $9,745+642.9% | $8,388+763.0% | $13,390+440.6% |