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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 | $172,289 | $97,125+77.4% | $86,233+99.8% | $137,256+25.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 9.36% | 74.19%-64.8pp | 61.39%-52.0pp | 220.34%-211.0pp |
| Employer contribution / active EE | $17,590 | $2,841+519.1% | $2,504+602.4% | $4,156+323.2% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,375 | $9,725-44.7% | $8,342-35.6% | $12,270-56.2% |