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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 | $168,797 | $86,050+96.2% | $189,758-11.0% | $94,015+79.5% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 6.63% | 17.77%-11.1pp | 52.62%-46.0pp | 17.84%-11.2pp |
| Employer contribution / active EE | $7,445 | $2,819+164.1% | $4,767+56.2% | $2,790+166.8% |
| Participant deferral / active EE | $4,558 | $3,349+36.1% | $5,856-22.2% | $4,249+7.3% |
| Admin fee / account holder | $234,465 | $6,627+3438.2% | $20,388+1050.0% | $8,951+2519.4% |