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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 | $153,835 | $89,367+72.1% | $141,191+9.0% | $72,975+110.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.93% | 111.87%-93.9pp | 71.41%-53.5pp | 81.01%-63.1pp |
| Employer contribution / active EE | $6,703 | $3,115+115.2% | $4,736+41.5% | $2,440+174.7% |
| Participant deferral / active EE | $4,308 | $5,419-20.5% | $6,710-35.8% | $3,608+19.4% |
| Admin fee / account holder | $86,773 | $5,957+1356.8% | $10,264+745.4% | $5,124+1593.5% |