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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 | $211,895 | $70,666+199.9% | $169,385+25.1% | $75,181+181.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 5.46% | 36.37%-30.9pp | 405.82%-400.4pp | 160.69%-155.2pp |
| Employer contribution / active EE | $6,545 | $2,210+196.1% | $4,012+63.2% | $2,671+145.1% |
| Participant deferral / active EE | $0 | $4,308-100.0% | $6,221-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,595 | $5,402-52.0% | $9,011-71.2% | $5,650-54.1% |