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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 | $234,740 | $96,965+142.1% | $97,995+139.5% | $147,586+59.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 6.58% | 24.11%-17.5pp | 23.94%-17.4pp | 578.59%-572.0pp |
| Employer contribution / active EE | $8,108 | $4,536+78.7% | $4,158+95.0% | $4,876+66.3% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16,252 | $8,120+100.1% | $5,943+173.4% | $10,886+49.3% |