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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 | $191,970 | $51,638+271.8% | $68,368+180.8% | $82,448+132.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 10.28% | 37.53%-27.3pp | 292.57%-282.3pp | 41.64%-31.4pp |
| Employer contribution / active EE | $7,577 | $2,047+270.2% | $2,649+186.0% | $2,551+197.0% |
| Participant deferral / active EE | $5,250 | $2,914+80.2% | $4,123+27.4% | $4,139+26.8% |
| Admin fee / account holder | $63,134 | $4,643+1259.6% | $5,150+1126.0% | $7,234+772.7% |