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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 | $200,808 | $85,171+135.8% | $172,753+16.2% | $72,976+175.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.23% | 27.32%-22.1pp | 803.00%-797.8pp | 81.02%-75.8pp |
| Employer contribution / active EE | $9,392 | $3,324+182.6% | $5,144+82.6% | $2,440+284.9% |
| Participant deferral / active EE | $5,516 | $3,260+69.2% | $5,198+6.1% | $3,608+52.9% |
| Admin fee / account holder | $35,621 | $5,880+505.8% | $13,956+155.2% | $5,124+595.2% |