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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 | $90,400+147.6% | $186,193+20.2% | $87,485+155.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 8.56% | 22.15%-13.6pp | 78.03%-69.5pp | 26.06%-17.5pp |
| Employer contribution / active EE | $11,000 | $2,170+406.8% | $3,918+180.7% | $2,596+323.7% |
| Participant deferral / active EE | $0 | $4,330-100.0% | $6,513-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,525 | $8,673-24.8% | $11,058-41.0% | $7,775-16.1% |