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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 | $196,145 | $68,681+185.6% | $86,625+126.4% | $85,851+128.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 10.63% | 20.12%-9.5pp | 63.52%-52.9pp | 318.63%-308.0pp |
| Employer contribution / active EE | $10,692 | $1,880+468.6% | $2,496+328.4% | $2,565+316.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,700-100.0% | $3,952-100.0% |
| Admin fee / account holder | $64,844 | $5,974+985.4% | $5,830+1012.2% | $6,261+935.7% |