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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 | $108,922+99.2% | $100,398+116.2% | $145,978+48.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.11% | 58.04%-50.9pp | 49.32%-42.2pp | 550.52%-543.4pp |
| Employer contribution / active EE | $35,959 | $4,426+712.5% | $3,946+811.3% | $4,662+671.4% |
| Participant deferral / active EE | $20,532 | $8,450+143.0% | $8,084+154.0% | $6,690+206.9% |
| Admin fee / account holder | $18,716 | $9,680+93.3% | $7,893+137.1% | $13,400+39.7% |