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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 | $243,170 | $88,702+174.1% | $81,780+197.3% | $145,978+66.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.33% | 1029.12%-1025.8pp | 776.27%-772.9pp | 550.52%-547.2pp |
| Employer contribution / active EE | $16,778 | $3,084+444.0% | $2,914+475.8% | $4,662+259.9% |
| Participant deferral / active EE | $10,167 | $4,645+118.9% | $4,321+135.3% | $6,690+52.0% |
| Admin fee / account holder | $14,059 | $8,414+67.1% | $7,384+90.4% | $13,400+4.9% |