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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 | $228,877 | $68,878+232.3% | $120,574+89.8% | $80,935+182.8% |
| Participation rate | 100.0% | 61.7%+38.3pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 9.94% | 23.67%-13.7pp | 107.42%-97.5pp | 35.66%-25.7pp |
| Employer contribution / active EE | $11,429 | $2,065+453.5% | $3,471+229.3% | $2,757+314.6% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,996-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,845 | $5,782+1.1% | $9,445-38.1% | $6,924-15.6% |