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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 | $225,692 | $102,422+120.4% | $147,117+53.4% | $80,959+178.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.66% | 135.16%-123.5pp | 420.54%-408.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $15,412 | $3,717+314.6% | $4,932+212.5% | $2,757+459.0% |
| Participant deferral / active EE | $11,488 | $6,652+72.7% | $8,065+42.5% | $4,300+167.1% |
| Admin fee / account holder | $3,792 | $7,953-52.3% | $12,993-70.8% | $6,925-45.2% |