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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 | $201,834 | $107,363+88.0% | $92,909+117.2% | $152,897+32.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 6.69% | 145.63%-138.9pp | 109.44%-102.7pp | 345.43%-338.7pp |
| Employer contribution / active EE | $10,211 | $4,222+141.9% | $3,653+179.5% | $4,764+114.4% |
| Participant deferral / active EE | $8,797 | $4,848+81.5% | $4,238+107.6% | $5,851+50.3% |
| Admin fee / account holder | $2,687 | $7,082-62.1% | $5,795-53.6% | $11,599-76.8% |