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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 | $212,559 | $57,541+269.4% | $95,740+122.0% | $75,173+182.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 4.06% | 34.93%-30.9pp | 28.41%-24.4pp | 160.72%-156.7pp |
| Employer contribution / active EE | $32,320 | $1,808+1687.9% | $2,836+1039.6% | $2,671+1110.1% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $16,135 | $4,099+293.7% | $5,676+184.3% | $5,651+185.6% |