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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 | $233,391 | $110,337+111.5% | $102,383+128.0% | $145,877+60.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.80% | 24.83%-19.0pp | 24.94%-19.1pp | 551.28%-545.5pp |
| Employer contribution / active EE | $22,458 | $4,216+432.7% | $3,870+480.3% | $4,663+381.6% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $633 | $9,750-93.5% | $8,391-92.5% | $13,402-95.3% |