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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 | $200,120 | $111,814+79.0% | $103,374+93.6% | $145,959+37.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.86% | 24.77%-15.9pp | 24.89%-16.0pp | 561.95%-553.1pp |
| Employer contribution / active EE | $22,746 | $4,214+439.8% | $3,869+487.9% | $4,661+388.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,516 | $9,754-74.2% | $8,394-70.0% | $13,398-81.2% |