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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 | $223,489 | $109,782+103.6% | $260,467-14.2% | $94,015+137.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 80.5%+19.5pp | 70.8%+29.2pp |
| Annual return | 7.59% | 18.60%-11.0pp | 100.60%-93.0pp | 17.84%-10.3pp |
| Employer contribution / active EE | $16,250 | $2,147+657.0% | $4,239+283.4% | $2,790+482.4% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $6,319-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,532 | $11,958-53.7% | $15,461-64.2% | $8,951-38.2% |