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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 | $203,343 | $98,776+105.9% | $149,745+35.8% | $79,856+154.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.04% | 27.38%-19.3pp | 276.72%-268.7pp | 31.71%-23.7pp |
| Employer contribution / active EE | $4,854 | $3,217+50.9% | $4,646+4.5% | $2,471+96.4% |
| Participant deferral / active EE | $9,462 | $5,681+66.5% | $6,843+38.3% | $3,741+153.0% |
| Admin fee / account holder | $80,304 | $6,053+1226.8% | $9,312+762.4% | $5,306+1413.3% |