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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 | $208,177 | $85,766+142.7% | $136,298+52.7% | $70,126+196.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.69% | 31.46%-20.8pp | 5156.27%-5145.6pp | 73.15%-62.5pp |
| Employer contribution / active EE | $6,410 | $2,966+116.1% | $4,696+36.5% | $2,343+173.6% |
| Participant deferral / active EE | $7,224 | $5,051+43.0% | $6,247+15.6% | $3,332+116.8% |
| Admin fee / account holder | $11,121 | $5,421+105.2% | $9,244+20.3% | $4,645+139.4% |