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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 | $61,787+236.5% | $97,197+113.9% | $80,925+156.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 4.45% | -558.16%+562.6pp | 75.47%-71.0pp | 35.65%-31.2pp |
| Employer contribution / active EE | $18,946 | $1,836+931.9% | $2,723+595.8% | $2,756+587.4% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $19,572 | $5,170+278.6% | $5,637+247.2% | $6,940+182.0% |