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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 | $201,729 | $94,031+114.5% | $115,768+74.3% | $82,448+144.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 10.07% | 20.61%-10.5pp | 100.46%-90.4pp | 41.64%-31.6pp |
| Employer contribution / active EE | $12,255 | $2,323+427.5% | $2,940+316.9% | $2,551+380.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $39,093 | $10,249+281.4% | $12,439+214.3% | $7,234+440.4% |