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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 | $183,603 | $57,828+217.5% | $117,039+56.9% | $70,126+161.8% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 5.99% | 17.55%-11.6pp | 18.95%-13.0pp | 73.15%-67.2pp |
| Employer contribution / active EE | $9,259 | $1,816+409.9% | $3,785+144.7% | $2,343+295.3% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,034 | $3,548+182.8% | $5,974+68.0% | $4,645+116.0% |