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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 | $190,842 | $110,337+73.0% | $102,383+86.4% | $145,877+30.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.88% | 24.83%-16.0pp | 24.94%-16.1pp | 551.28%-542.4pp |
| Employer contribution / active EE | $33,025 | $4,216+683.3% | $3,870+753.3% | $4,663+608.2% |
| Participant deferral / active EE | $17,336 | $5,621+208.4% | $5,060+242.6% | $6,691+159.1% |
| Admin fee / account holder | $50,249 | $9,750+415.4% | $8,391+498.8% | $13,402+274.9% |