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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 | $177,243 | $106,247+66.8% | $96,515+83.6% | $139,466+27.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.13% | 38.47%-29.3pp | 35.73%-26.6pp | 373.66%-364.5pp |
| Employer contribution / active EE | $12,460 | $4,106+203.5% | $3,740+233.2% | $4,754+162.1% |
| Participant deferral / active EE | $3,860 | $5,456-29.3% | $4,880-20.9% | $6,712-42.5% |
| Admin fee / account holder | $48,561 | $7,885+515.9% | $6,735+621.0% | $11,409+325.6% |