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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 | $225,056 | $89,370+151.8% | $141,197+59.4% | $72,976+208.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 11.85% | 111.88%-100.0pp | 71.41%-59.6pp | 81.02%-69.2pp |
| Employer contribution / active EE | $7,168 | $3,115+130.1% | $4,736+51.4% | $2,440+193.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,936 | $5,957-50.7% | $10,265-71.4% | $5,124-42.7% |