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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 | $175,560 | $124,336+41.2% | $111,303+57.7% | $167,518+4.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 7.58% | 37.45%-29.9pp | 54.66%-47.1pp | 478.71%-471.1pp |
| Employer contribution / active EE | $8,641 | $3,436+151.5% | $2,731+216.4% | $4,838+78.6% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $86,343 | $10,623+712.8% | $7,966+983.9% | $12,312+601.3% |