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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 | $204,902 | $105,210+94.8% | $159,487+28.5% | $85,851+138.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 9.84% | 45.08%-35.2pp | 263.71%-253.9pp | 318.63%-308.8pp |
| Employer contribution / active EE | $10,375 | $3,319+212.6% | $4,831+114.7% | $2,565+304.4% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $42,803 | $6,934+517.3% | $10,804+296.2% | $6,261+583.7% |