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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 | $211,547 | $89,370+136.7% | $141,197+49.8% | $72,976+189.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 8.03% | 111.88%-103.8pp | 71.41%-63.4pp | 81.02%-73.0pp |
| Employer contribution / active EE | $4,216 | $3,115+35.3% | $4,736-11.0% | $2,440+72.8% |
| Participant deferral / active EE | $9,453 | $5,419+74.5% | $6,710+40.9% | $3,608+162.0% |
| Admin fee / account holder | $9,068 | $5,957+52.2% | $10,265-11.7% | $5,124+77.0% |