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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 | $223,850 | $91,086+145.8% | $203,872+9.8% | $86,983+157.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 8.56% | 22.30%-13.7pp | 85.11%-76.5pp | 25.83%-17.3pp |
| Employer contribution / active EE | $11,000 | $2,063+433.1% | $3,757+192.8% | $2,584+325.6% |
| Participant deferral / active EE | $0 | $4,019-100.0% | $6,388-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,525 | $8,987-27.4% | $11,730-44.4% | $7,856-16.9% |