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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 | $222,939 | $125,797+77.2% | $170,057+31.1% | $75,177+196.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -1.16% | 27.20%-28.4pp | 53.42%-54.6pp | 160.75%-161.9pp |
| Employer contribution / active EE | $12,381 | $4,616+168.2% | $6,790+82.3% | $2,671+363.5% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $14,565 | $8,177+78.1% | $12,826+13.6% | $5,651+157.7% |