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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 | $197,950 | $66,402+198.1% | $109,907+80.1% | $85,847+130.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 9.93% | 19.59%-9.7pp | 29.46%-19.5pp | 318.61%-308.7pp |
| Employer contribution / active EE | $27,374 | $1,687+1522.5% | $2,844+862.6% | $2,565+967.1% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,047-100.0% | $3,952-100.0% |
| Admin fee / account holder | $32,822 | $4,557+620.2% | $6,069+440.9% | $6,261+424.3% |