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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 | $246,110 | $108,897+126.0% | $100,378+145.2% | $145,877+68.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.35% | 58.17%-50.8pp | 49.41%-42.1pp | 551.28%-543.9pp |
| Employer contribution / active EE | $1,401 | $4,420-68.3% | $3,942-64.5% | $4,663-70.0% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,374 | $9,690-3.3% | $7,899+18.7% | $13,402-30.1% |