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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 | $236,083 | $107,421+119.8% | $182,262+29.5% | $94,015+151.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 12.71% | 21.32%-8.6pp | 140.60%-127.9pp | 17.84%-5.1pp |
| Employer contribution / active EE | $13,172 | $3,448+282.0% | $5,046+161.0% | $2,790+372.1% |
| Participant deferral / active EE | $11,402 | $6,558+73.9% | $8,276+37.8% | $4,249+168.3% |
| Admin fee / account holder | $11,623 | $8,692+33.7% | $16,712-30.5% | $8,951+29.8% |