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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 | $185,918 | $95,415+94.9% | $185,8510% | $85,851+116.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.55% | 23.59%-13.0pp | 122.11%-111.6pp | 318.63%-308.1pp |
| Employer contribution / active EE | $13,569 | $3,314+309.4% | $5,168+162.5% | $2,565+428.9% |
| Participant deferral / active EE | $8,793 | $3,424+156.8% | $5,569+57.9% | $3,952+122.5% |
| Admin fee / account holder | $4,809 | $7,215-33.3% | $16,245-70.4% | $6,261-23.2% |