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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 | $160,816 | $232,540-30.8% | $185,117-13.1% | $147,586+9.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.15% | 43.03%-42.9pp | 40.50%-40.3pp | 578.59%-578.4pp |
| Employer contribution / active EE | $22,750 | $5,195+337.9% | $4,182+444.1% | $4,876+366.5% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,706 | $10,275-44.5% | $8,159-30.1% | $10,886-47.6% |