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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 | $111,031 | $85,171+30.4% | $172,752-35.7% | $72,975+52.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.51% | 27.32%-12.8pp | 802.97%-788.5pp | 81.01%-66.5pp |
| Employer contribution / active EE | $6,444 | $3,324+93.8% | $5,144+25.3% | $2,440+164.1% |
| Participant deferral / active EE | $6,781 | $3,260+108.0% | $5,198+30.5% | $3,608+87.9% |
| Admin fee / account holder | $9,149 | $5,880+55.6% | $13,955-34.4% | $5,124+78.5% |