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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 | $206,650 | $104,251+98.2% | $91,004+127.1% | $147,586+40.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 3.47% | 27.06%-23.6pp | 4.60%-1.1pp | 578.59%-575.1pp |
| Employer contribution / active EE | $12,540 | $3,116+302.5% | $2,456+410.6% | $4,876+157.2% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,900 | $8,948-11.7% | $5,417+45.8% | $10,886-27.4% |