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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 | $202,644 | $78,707+157.5% | $117,861+71.9% | $70,126+189.0% |
| Participation rate | 87.5% | 73.2%+14.3pp | 79.7%+7.8pp | 69.5%+18.0pp |
| Annual return | 8.35% | 23.30%-14.9pp | 335.11%-326.8pp | 73.15%-64.8pp |
| Employer contribution / active EE | $18,836 | $2,223+747.2% | $3,786+397.5% | $2,343+704.1% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $29,341 | $5,066+479.2% | $8,021+265.8% | $4,645+531.6% |