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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 | $249,804 | $108,897+129.4% | $100,378+148.9% | $145,877+71.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.08% | 58.17%-52.1pp | 49.41%-43.3pp | 551.28%-545.2pp |
| Employer contribution / active EE | $1,857 | $4,420-58.0% | $3,942-52.9% | $4,663-60.2% |
| Participant deferral / active EE | $11,250 | $8,455+33.1% | $8,087+39.1% | $6,691+68.1% |
| Admin fee / account holder | $2,309 | $9,690-76.2% | $7,899-70.8% | $13,402-82.8% |