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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 | $58,311+160.1% | $81,882+85.2% | $80,959+87.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 7.51% | 41.85%-34.3pp | 779.47%-772.0pp | 35.67%-28.2pp |
| Employer contribution / active EE | $20,257 | $2,347+763.2% | $2,916+594.7% | $2,757+634.7% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,481 | $4,752+162.7% | $7,360+69.6% | $6,925+80.2% |