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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 | $198,698 | $56,110+254.1% | $94,993+109.2% | $70,126+183.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 5.88% | 51.02%-45.1pp | 27.14%-21.3pp | 73.15%-67.3pp |
| Employer contribution / active EE | $22,423 | $1,442+1454.8% | $2,603+761.3% | $2,343+857.2% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $13,322 | $3,456+285.4% | $4,960+168.6% | $4,645+186.8% |