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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 | $193,354 | $61,125+216.3% | $94,057+105.6% | $87,485+121.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 9.33% | 35.20%-25.9pp | 480.62%-471.3pp | 26.06%-16.7pp |
| Employer contribution / active EE | $23,038 | $2,136+978.3% | $2,933+685.5% | $2,596+787.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,139 | $5,629+80.1% | $7,244+39.9% | $7,775+30.4% |