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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 | $53,392 | $185,856-71.3% | $170,028-68.6% | $139,456-61.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.81% | 60.52%-50.7pp | 53.39%-43.6pp | 373.45%-363.6pp |
| Employer contribution / active EE | $12,236 | $7,593+61.1% | $6,788+80.3% | $4,753+157.4% |
| Participant deferral / active EE | $28,607 | $11,623+146.1% | $10,409+174.8% | $6,711+326.2% |
| Admin fee / account holder | $268,668 | $15,387+1646.0% | $12,820+1995.6% | $11,407+2255.3% |