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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 | $217,012 | $108,912+99.3% | $100,383+116.2% | $145,959+48.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.11% | 57.96%-50.9pp | 49.26%-42.1pp | 561.95%-554.8pp |
| Employer contribution / active EE | $35,959 | $4,423+713.1% | $3,944+811.8% | $4,661+671.5% |
| Participant deferral / active EE | $20,532 | $8,451+143.0% | $8,086+153.9% | $6,689+207.0% |
| Admin fee / account holder | $18,716 | $9,690+93.1% | $7,900+136.9% | $13,398+39.7% |