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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 | $244,836 | $92,798+163.8% | $96,707+153.2% | $137,256+78.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 8.09% | 31.24%-23.1pp | 34.78%-26.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $18,396 | $4,147+343.5% | $4,191+338.9% | $4,156+342.6% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,074 | $7,946-86.5% | $7,503-85.7% | $12,270-91.2% |