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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 | $174,969 | $46,877+273.3% | $122,354+43.0% | $70,126+149.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 9.80% | 24.22%-14.4pp | 30.28%-20.5pp | 73.15%-63.3pp |
| Employer contribution / active EE | $15,977 | $1,288+1140.1% | $4,051+294.4% | $2,343+582.1% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,798 | $3,324+254.9% | $5,479+115.3% | $4,645+154.0% |