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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 | $56,063+291.4% | $76,051+188.5% | $80,911+171.2% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 3.08% | 20.54%-17.5pp | 360.42%-357.3pp | 35.63%-32.5pp |
| Employer contribution / active EE | $14,550 | $1,874+676.4% | $2,690+441.0% | $2,756+428.0% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,245 | $5,240+76.4% | $6,416+44.1% | $6,935+33.3% |