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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 | $211,401 | $101,778+107.7% | $164,975+28.1% | $80,925+161.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -1.07% | 16.73%-17.8pp | 70.12%-71.2pp | 35.65%-36.7pp |
| Employer contribution / active EE | $10,154 | $2,954+243.8% | $4,343+133.8% | $2,756+268.4% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,516 | $8,221-20.7% | $12,688-48.6% | $6,940-6.1% |