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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 | $227,237 | $51,202+343.8% | $70,548+222.1% | $75,181+202.3% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 1.24% | 30.05%-28.8pp | 32.78%-31.5pp | 160.69%-159.4pp |
| Employer contribution / active EE | $15,372 | $1,827+741.5% | $2,975+416.7% | $2,671+475.6% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,567-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,224 | $4,094+174.2% | $6,424+74.7% | $5,650+98.7% |