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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 | $196,994 | $61,815+218.7% | $97,295+102.5% | $80,959+143.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 10.32% | -558.73%+569.1pp | 75.62%-65.3pp | 35.67%-25.3pp |
| Employer contribution / active EE | $19,853 | $1,836+981.0% | $2,723+629.1% | $2,757+620.0% |
| Participant deferral / active EE | $9,566 | $3,027+216.0% | $4,264+124.4% | $4,300+122.4% |
| Admin fee / account holder | $10,738 | $5,166+107.9% | $5,646+90.2% | $6,925+55.0% |