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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 | $214,200 | $40,275+431.8% | $57,356+273.5% | $59,633+259.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -3.04% | 27.52%-30.6pp | 24.41%-27.4pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $18,036 | $1,921+838.7% | $2,689+570.8% | $2,203+718.8% |
| Participant deferral / active EE | $1,926 | $2,400-19.7% | $3,162-39.1% | $3,192-39.6% |
| Admin fee / account holder | $3,606 | $2,820+27.9% | $3,357+7.4% | $4,297-16.1% |