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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 | $217,698 | $108,825+100.0% | $156,181+39.4% | $82,448+164.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 5.41% | 20.59%-15.2pp | 64.87%-59.5pp | 41.64%-36.2pp |
| Employer contribution / active EE | $1,542 | $2,870-46.3% | $4,294-64.1% | $2,551-39.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $55,671 | $9,341+496.0% | $14,586+281.7% | $7,234+669.5% |