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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 | $215,610 | $96,678+123.0% | $86,640+148.9% | $139,466+54.6% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.0pp | 80.3%+13.4pp |
| Annual return | 10.40% | 106.69%-96.3pp | 592.52%-582.1pp | 373.66%-363.3pp |
| Employer contribution / active EE | $23,791 | $3,265+628.6% | $3,024+686.7% | $4,754+400.4% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $723 | $6,410-88.7% | $5,616-87.1% | $11,409-93.7% |