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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 | $226,001 | $63,703+254.8% | $93,063+142.8% | $82,448+174.1% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 9.94% | -775.43%+785.4pp | 34.15%-24.2pp | 41.64%-31.7pp |
| Employer contribution / active EE | $13,325 | $1,729+670.9% | $2,476+438.1% | $2,551+422.3% |
| Participant deferral / active EE | $5,658 | $2,919+93.8% | $3,958+42.9% | $4,139+36.7% |
| Admin fee / account holder | $34,482 | $5,982+476.4% | $6,033+471.5% | $7,234+376.6% |