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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 | $219,123 | $84,236+160.1% | $170,435+28.6% | $70,126+212.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.90% | 23.06%-11.2pp | 205.94%-194.0pp | 73.15%-61.3pp |
| Employer contribution / active EE | $6,992 | $3,387+106.4% | $5,432+28.7% | $2,343+198.5% |
| Participant deferral / active EE | $5,321 | $3,086+72.4% | $4,939+7.7% | $3,332+59.7% |
| Admin fee / account holder | $25,396 | $5,698+345.7% | $13,881+83.0% | $4,645+446.7% |