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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 | $231,031 | $165,939+39.2% | $122,354+88.8% | $147,586+56.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 2.40% | 34.56%-32.2pp | 30.28%-27.9pp | 578.59%-576.2pp |
| Employer contribution / active EE | $6,198 | $5,754+7.7% | $4,051+53.0% | $4,876+27.1% |
| Participant deferral / active EE | $14,000 | $4,005+249.5% | $3,287+325.9% | $5,439+157.4% |
| Admin fee / account holder | $1,243 | $7,425-83.3% | $5,479-77.3% | $10,886-88.6% |