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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 | $227,087 | $107,421+111.4% | $182,262+24.6% | $94,015+141.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 10.16% | 21.32%-11.2pp | 140.60%-130.4pp | 17.84%-7.7pp |
| Employer contribution / active EE | $4,012 | $3,448+16.4% | $5,046-20.5% | $2,790+43.8% |
| Participant deferral / active EE | $14,005 | $6,558+113.6% | $8,276+69.2% | $4,249+229.6% |
| Admin fee / account holder | $21,428 | $8,692+146.5% | $16,712+28.2% | $8,951+139.4% |