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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 | $148,063 | $77,920+90.0% | $149,723-1.1% | $75,177+97.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 10.43% | 31.72%-21.3pp | 134.50%-124.1pp | 160.75%-150.3pp |
| Employer contribution / active EE | $15,152 | $3,138+382.8% | $4,821+214.3% | $2,671+467.2% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $26,573 | $5,951+346.6% | $13,215+101.1% | $5,651+370.2% |