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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 | $196,059 | $112,729+73.9% | $98,716+98.6% | $137,256+42.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 0.99% | 38.48%-37.5pp | 31.81%-30.8pp | 220.34%-219.3pp |
| Employer contribution / active EE | $18,850 | $2,725+591.7% | $2,279+727.3% | $4,156+353.6% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $18,748 | $10,129+85.1% | $8,703+115.4% | $12,270+52.8% |