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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 | $51,222+343.6% | $70,544+222.1% | $75,173+202.3% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 1.24% | 30.06%-28.8pp | 32.79%-31.6pp | 160.72%-159.5pp |
| Employer contribution / active EE | $15,372 | $1,827+741.5% | $2,976+416.6% | $2,671+475.5% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,224 | $4,096+174.1% | $6,427+74.6% | $5,651+98.6% |