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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 | $248,302 | $65,367+279.9% | $92,915+167.2% | $72,976+240.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 12.68% | 42.11%-29.4pp | 109.45%-96.8pp | 81.02%-68.3pp |
| Employer contribution / active EE | $17,625 | $2,594+579.5% | $3,653+382.4% | $2,440+622.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $70,253 | $4,251+1552.4% | $5,796+1112.2% | $5,124+1271.0% |