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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 | $198,207 | $71,208+178.3% | $93,681+111.6% | $80,911+145.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 6.93% | 11.27%-4.3pp | 133.47%-126.5pp | 35.63%-28.7pp |
| Employer contribution / active EE | $11,538 | $1,564+637.5% | $2,422+376.4% | $2,756+318.7% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $22,002 | $6,951+216.5% | $8,290+165.4% | $6,935+217.3% |