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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 | $215,683 | $94,031+129.4% | $115,768+86.3% | $82,448+161.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 10.67% | 20.61%-9.9pp | 100.46%-89.8pp | 41.64%-31.0pp |
| Employer contribution / active EE | $3,687 | $2,323+58.7% | $2,940+25.4% | $2,551+44.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $81,523 | $10,249+695.4% | $12,439+555.4% | $7,234+1026.9% |