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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 | $204,170 | $87,059+134.5% | $105,608+93.3% | $80,925+152.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 0.09% | 17.05%-17.0pp | 116.50%-116.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $23,074 | $2,396+862.8% | $3,167+628.6% | $2,756+737.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,149 | $8,443+67.6% | $11,028+28.3% | $6,940+103.9% |