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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 | $219,419 | $55,930+292.3% | $76,089+188.4% | $80,925+171.1% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 3.08% | 20.58%-17.5pp | 360.94%-357.9pp | 35.65%-32.6pp |
| Employer contribution / active EE | $14,550 | $1,866+679.7% | $2,690+440.9% | $2,756+427.9% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,245 | $5,241+76.4% | $6,418+44.0% | $6,940+33.2% |