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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 | $194,844 | $100,279+94.3% | $81,353+139.5% | $145,884+33.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 3.84% | 34.49%-30.6pp | 24.82%-21.0pp | 551.85%-548.0pp |
| Employer contribution / active EE | $11,346 | $2,979+280.8% | $2,464+360.5% | $4,662+143.4% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,236 | $8,206-72.8% | $5,766-61.2% | $13,392-83.3% |