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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 | $151,680 | $58,258+160.4% | $81,820+85.4% | $80,925+87.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 7.51% | 41.76%-34.3pp | 777.93%-770.4pp | 35.65%-28.1pp |
| Employer contribution / active EE | $20,257 | $2,345+763.7% | $2,915+594.9% | $2,756+634.9% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,481 | $4,976+150.8% | $7,391+68.9% | $6,940+79.8% |