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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 | $199,265 | $58,099+243.0% | $76,902+159.1% | $75,177+165.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 8.25% | 26.71%-18.5pp | 37.91%-29.7pp | 160.75%-152.5pp |
| Employer contribution / active EE | $12,481 | $1,996+525.5% | $2,534+392.6% | $2,671+367.3% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,201 | $4,778+8.9% | $5,479-5.1% | $5,651-8.0% |