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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 | $244,811 | $108,942+124.7% | $100,415+143.8% | $145,897+67.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.13% | 58.27%-48.1pp | 49.47%-39.3pp | 552.29%-542.2pp |
| Employer contribution / active EE | $19,485 | $4,422+340.6% | $3,943+394.2% | $4,663+317.9% |
| Participant deferral / active EE | $16,500 | $8,461+95.0% | $8,091+103.9% | $6,689+146.7% |
| Admin fee / account holder | $2,783 | $9,702-71.3% | $7,906-64.8% | $13,390-79.2% |