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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 | $191,665 | $74,535+157.1% | $100,712+90.3% | $82,637+131.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 11.55% | 18.92%-7.4pp | 33.27%-21.7pp | 53.51%-42.0pp |
| Employer contribution / active EE | $11,140 | $1,503+641.4% | $2,313+381.7% | $2,552+336.5% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $818 | $6,576-87.6% | $9,256-91.2% | $7,339-88.9% |