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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 | $229,217 | $86,949+163.6% | $102,460+123.7% | $80,959+183.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 5.97% | 18.89%-12.9pp | 29.47%-23.5pp | 35.67%-29.7pp |
| Employer contribution / active EE | $20,455 | $2,370+763.2% | $3,025+576.2% | $2,757+641.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $25,123 | $8,048+212.2% | $9,460+165.6% | $6,925+262.8% |