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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 | $212,955 | $78,707+170.6% | $117,861+80.7% | $70,126+203.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 11.47% | 23.30%-11.8pp | 335.11%-323.6pp | 73.15%-61.7pp |
| Employer contribution / active EE | $13,481 | $2,223+506.3% | $3,786+256.1% | $2,343+475.5% |
| Participant deferral / active EE | $4,468 | $3,297+35.5% | $4,482-0.3% | $3,332+34.1% |
| Admin fee / account holder | $13,038 | $5,066+157.4% | $8,021+62.6% | $4,645+180.7% |