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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 | $209,466 | $89,370+134.4% | $141,197+48.4% | $72,976+187.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 3.18% | 111.88%-108.7pp | 71.41%-68.2pp | 81.02%-77.8pp |
| Employer contribution / active EE | $9,713 | $3,115+211.8% | $4,736+105.1% | $2,440+298.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,861 | $5,957+99.1% | $10,265+15.5% | $5,124+131.5% |