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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 | $102,448 | $25,014+309.6% | $69,460+47.5% | $80,911+26.6% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.6%+32.4pp |
| Annual return | 11.03% | 19.08%-8.1pp | 100.80%-89.8pp | 35.63%-24.6pp |
| Employer contribution / active EE | $7,807 | $991+687.6% | $1,714+355.5% | $2,756+183.3% |
| Participant deferral / active EE | $6,160 | $1,839+234.9% | $2,890+113.2% | $4,297+43.3% |
| Admin fee / account holder | $46,495 | $2,491+1766.6% | $4,695+890.2% | $6,935+570.5% |