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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 | $234,316 | $111,814+109.6% | $103,374+126.7% | $145,959+60.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.81% | 24.77%-16.0pp | 24.89%-16.1pp | 561.95%-553.1pp |
| Employer contribution / active EE | $7,412 | $4,214+75.9% | $3,869+91.6% | $4,661+59.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $48,146 | $9,754+393.6% | $8,394+473.6% | $13,398+259.4% |