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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 | $234,512 | $54,541+330.0% | $78,778+197.7% | $70,126+234.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 11.89% | 21.07%-9.2pp | 35.62%-23.7pp | 73.15%-61.3pp |
| Employer contribution / active EE | $15,266 | $1,089+1302.5% | $1,986+668.8% | $2,343+551.7% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $25,246 | $3,709+580.7% | $5,134+391.8% | $4,645+443.4% |