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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 | $200,547 | $70,430+184.7% | $96,572+107.7% | $85,851+133.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 5.93% | 18.58%-12.7pp | 37.79%-31.9pp | 318.63%-312.7pp |
| Employer contribution / active EE | $10,294 | $1,413+628.4% | $2,357+336.7% | $2,565+301.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,988 | $4,996+79.9% | $6,183+45.4% | $6,261+43.6% |