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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 | $190,295 | $70,366+170.4% | $66,674+185.4% | $138,895+37.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.77% | 386.41%-375.6pp | 321.24%-310.5pp | 145.39%-134.6pp |
| Employer contribution / active EE | $4,012 | $2,765+45.1% | $2,620+53.1% | $4,194-4.3% |
| Participant deferral / active EE | $7,713 | $4,374+76.3% | $4,084+88.9% | $6,396+20.6% |
| Admin fee / account holder | $25,984 | $5,262+393.8% | $5,098+409.7% | $12,562+106.8% |