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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 | $110,530 | $62,592+76.6% | $85,693+29.0% | $85,856+28.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 10.84% | 23.77%-12.9pp | 21.49%-10.6pp | 318.58%-307.7pp |
| Employer contribution / active EE | $15,087 | $1,755+759.4% | $2,618+476.2% | $2,565+488.1% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,088 | $4,643-76.6% | $6,874-84.2% | $6,261-82.6% |