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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 | $61,755+219.0% | $97,161+102.7% | $80,911+143.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 10.32% | -557.90%+568.2pp | 75.36%-65.0pp | 35.63%-25.3pp |
| Employer contribution / active EE | $19,853 | $1,835+981.9% | $2,723+629.0% | $2,756+620.4% |
| Participant deferral / active EE | $9,566 | $3,026+216.1% | $4,265+124.3% | $4,297+122.6% |
| Admin fee / account holder | $10,738 | $5,166+107.9% | $5,647+90.1% | $6,935+54.8% |