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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 | $193,075 | $89,370+116.0% | $141,197+36.7% | $72,976+164.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.20% | 111.88%-95.7pp | 71.41%-55.2pp | 81.02%-64.8pp |
| Employer contribution / active EE | $6,504 | $3,115+108.8% | $4,736+37.3% | $2,440+166.6% |
| Participant deferral / active EE | $9,437 | $5,419+74.2% | $6,710+40.6% | $3,608+161.6% |
| Admin fee / account holder | $23,246 | $5,957+290.2% | $10,265+126.5% | $5,124+353.7% |