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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 | $183,123 | $61,125+199.6% | $94,057+94.7% | $87,485+109.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 7.71% | 35.20%-27.5pp | 480.62%-472.9pp | 26.06%-18.4pp |
| Employer contribution / active EE | $5,266 | $2,136+146.5% | $2,933+79.5% | $2,596+102.8% |
| Participant deferral / active EE | $5,381 | $3,260+65.1% | $4,709+14.3% | $4,274+25.9% |
| Admin fee / account holder | $68,284 | $5,629+1113.2% | $7,244+842.6% | $7,775+778.3% |