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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 | $218,810 | $154,159+41.9% | $130,026+68.3% | $139,456+56.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 7.24% | 32.50%-25.3pp | -137.26%+144.5pp | 373.45%-366.2pp |
| Employer contribution / active EE | $12,000 | $5,292+126.8% | $4,321+177.7% | $4,753+152.5% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $302,211 | $14,001+2058.5% | $10,608+2748.8% | $11,407+2549.3% |