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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 | $232,035 | $62,672+270.2% | $185,117+25.3% | $70,126+230.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 12.07% | 40.79%-28.7pp | 40.50%-28.4pp | 73.15%-61.1pp |
| Employer contribution / active EE | $19,231 | $1,753+996.9% | $4,182+359.9% | $2,343+720.9% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $788 | $3,932-80.0% | $8,159-90.3% | $4,645-83.0% |