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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 | $207,912 | $61,815+236.3% | $97,295+113.7% | $80,959+156.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 4.45% | -558.73%+563.2pp | 75.62%-71.2pp | 35.67%-31.2pp |
| Employer contribution / active EE | $18,946 | $1,836+931.7% | $2,723+595.8% | $2,757+587.2% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $19,572 | $5,166+278.9% | $5,646+246.6% | $6,925+182.6% |