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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 | $242,921 | $89,259+172.2% | $107,187+126.6% | $82,637+194.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.39% | 21.02%-9.6pp | 204.55%-193.2pp | 53.51%-42.1pp |
| Employer contribution / active EE | $4,471 | $3,080+45.2% | $3,782+18.2% | $2,552+75.2% |
| Participant deferral / active EE | $7,845 | $4,037+94.3% | $5,096+54.0% | $4,126+90.1% |
| Admin fee / account holder | $7,450 | $7,381+0.9% | $9,162-18.7% | $7,339+1.5% |