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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 | $90,400+147.2% | $186,193+20.0% | $87,485+155.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 7.59% | 22.15%-14.6pp | 78.03%-70.4pp | 26.06%-18.5pp |
| Employer contribution / active EE | $16,250 | $2,170+648.7% | $3,918+314.7% | $2,596+525.9% |
| Participant deferral / active EE | $0 | $4,330-100.0% | $6,513-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,532 | $8,673-36.2% | $11,058-50.0% | $7,775-28.8% |