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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 | $199,574 | $53,774+271.1% | $134,162+48.8% | $79,852+149.9% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 5.98% | 19.01%-13.0pp | 36.35%-30.4pp | 31.72%-25.7pp |
| Employer contribution / active EE | $16,822 | $1,322+1172.9% | $3,705+354.0% | $2,471+580.8% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,740-100.0% |
| Admin fee / account holder | $36,622 | $3,985+819.0% | $6,685+447.8% | $5,306+590.2% |