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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 | $188,517 | $63,861+195.2% | $104,614+80.2% | $79,858+136.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 6.52% | 21.30%-14.8pp | 340.56%-334.0pp | 31.72%-25.2pp |
| Employer contribution / active EE | $26,454 | $1,588+1565.5% | $2,681+886.6% | $2,471+970.6% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,739-100.0% | $3,740-100.0% |
| Admin fee / account holder | $42,597 | $4,185+917.9% | $6,464+559.0% | $5,306+702.8% |