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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 | $206,809 | $77,962+165.3% | $178,540+15.8% | $80,935+155.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | -3.23% | 18.10%-21.3pp | 27.15%-30.4pp | 35.66%-38.9pp |
| Employer contribution / active EE | $14,400 | $2,280+531.5% | $3,953+264.3% | $2,757+422.4% |
| Participant deferral / active EE | $0 | $4,404-100.0% | $6,281-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,815 | $7,156+51.1% | $10,424+3.7% | $6,924+56.2% |