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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 | $242,570 | $86,949+179.0% | $102,460+136.7% | $80,959+199.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 0.02% | 18.89%-18.9pp | 29.47%-29.4pp | 35.67%-35.6pp |
| Employer contribution / active EE | $13,204 | $2,370+457.2% | $3,025+336.5% | $2,757+378.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $33,768 | $8,048+319.6% | $9,460+257.0% | $6,925+387.6% |