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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 | $218,991 | $51,222+327.5% | $70,544+210.4% | $75,173+191.3% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 9.16% | 30.06%-20.9pp | 32.79%-23.6pp | 160.72%-151.6pp |
| Employer contribution / active EE | $13,683 | $1,827+649.1% | $2,976+359.8% | $2,671+412.3% |
| Participant deferral / active EE | $10,523 | $2,850+269.2% | $4,568+130.4% | $4,126+155.0% |
| Admin fee / account holder | $53,248 | $4,096+1200.1% | $6,427+728.5% | $5,651+842.4% |