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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 | $163,531 | $45,211+261.7% | $56,429+189.8% | $70,126+133.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.0%+20.0pp | 69.5%+30.5pp |
| Annual return | 11.23% | 38.45%-27.2pp | 19.04%-7.8pp | 73.15%-61.9pp |
| Employer contribution / active EE | $21,809 | $2,737+696.9% | $3,405+540.5% | $2,343+831.0% |
| Participant deferral / active EE | $0 | $2,735-100.0% | $3,951-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,689 | $3,027+451.4% | $4,466+273.7% | $4,645+259.2% |