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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 | $51,638+274.4% | $68,368+182.8% | $82,448+134.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 9.33% | 37.53%-28.2pp | 292.57%-283.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $23,038 | $2,047+1025.7% | $2,649+769.7% | $2,551+803.1% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,139 | $4,643+118.3% | $5,150+96.9% | $7,234+40.1% |