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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 | $214,939 | $59,332+262.3% | $90,223+138.2% | $59,633+260.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | -8.50% | 3.25%-11.8pp | 1.31%-9.8pp | 2041.40%-2049.9pp |
| Employer contribution / active EE | $8,539 | $3,031+181.8% | $4,378+95.0% | $2,203+287.7% |
| Participant deferral / active EE | $10,611 | $4,369+142.9% | $5,792+83.2% | $3,192+232.5% |
| Admin fee / account holder | $3,684 | $5,032-26.8% | $7,406-50.3% | $4,297-14.3% |