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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 | $108,897+124.8% | $100,378+143.9% | $145,877+67.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.13% | 58.17%-48.0pp | 49.41%-39.3pp | 551.28%-541.2pp |
| Employer contribution / active EE | $19,485 | $4,420+340.8% | $3,942+394.3% | $4,663+317.9% |
| Participant deferral / active EE | $16,500 | $8,455+95.2% | $8,087+104.0% | $6,691+146.6% |
| Admin fee / account holder | $2,783 | $9,690-71.3% | $7,899-64.8% | $13,402-79.2% |