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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 | $136,405 | $23,330+484.7% | $64,489+111.5% | $82,448+65.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 67.7%+32.3pp | 68.1%+31.9pp |
| Annual return | 11.74% | 83.66%-71.9pp | 55.03%-43.3pp | 41.64%-29.9pp |
| Employer contribution / active EE | $3,452 | $824+318.7% | $1,523+126.6% | $2,551+35.3% |
| Participant deferral / active EE | $6,465 | $1,707+278.7% | $2,778+132.7% | $4,139+56.2% |
| Admin fee / account holder | $18,441 | $2,946+526.0% | $4,260+332.9% | $7,234+154.9% |