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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 | $226,567 | $61,390+269.1% | $112,228+101.9% | $75,177+201.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | -1.13% | 28.47%-29.6pp | 30.23%-31.4pp | 160.75%-161.9pp |
| Employer contribution / active EE | $2,969 | $2,015+47.4% | $3,432-13.5% | $2,671+11.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,090 | $4,862+169.3% | $7,752+68.9% | $5,651+131.6% |