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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 | $194,298 | $55,889+247.7% | $76,119+155.3% | $80,935+140.1% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 9.65% | 20.58%-10.9pp | 361.25%-351.6pp | 35.66%-26.0pp |
| Employer contribution / active EE | $15,413 | $1,866+726.0% | $2,693+472.4% | $2,757+459.1% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $17,776 | $5,241+239.1% | $6,421+176.8% | $6,924+156.7% |