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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 | $206,519 | $91,167+126.5% | $178,498+15.7% | $79,858+158.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.25% | 24.19%-14.9pp | 151.09%-141.8pp | 31.72%-22.5pp |
| Employer contribution / active EE | $15,432 | $3,255+374.1% | $5,011+208.0% | $2,471+524.6% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,876 | $6,747-27.7% | $13,985-65.1% | $5,306-8.1% |