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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 | $226,692 | $70,366+222.2% | $66,674+240.0% | $138,895+63.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.60% | 386.41%-375.8pp | 321.24%-310.6pp | 145.39%-134.8pp |
| Employer contribution / active EE | $3,476 | $2,765+25.7% | $2,620+32.7% | $4,194-17.1% |
| Participant deferral / active EE | $11,881 | $4,374+171.6% | $4,084+190.9% | $6,396+85.7% |
| Admin fee / account holder | $1,366 | $5,262-74.0% | $5,098-73.2% | $12,562-89.1% |