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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 | $194,835 | $51,606+277.5% | $129,339+50.6% | $80,911+140.8% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 8.89% | 20.76%-11.9pp | 9437.05%-9428.2pp | 35.63%-26.7pp |
| Employer contribution / active EE | $17,525 | $1,582+1007.6% | $4,154+321.8% | $2,756+535.9% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,170-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,930 | $4,310-8.8% | $7,668-48.7% | $6,935-43.3% |