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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 | $230,476 | $100,060+130.3% | $149,721+53.9% | $70,126+228.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.19% | 27.46%-17.3pp | 1501.67%-1491.5pp | 73.15%-63.0pp |
| Employer contribution / active EE | $8,043 | $3,661+119.7% | $5,444+47.7% | $2,343+243.4% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,560 | $8,285-45.0% | $11,282-59.6% | $4,645-1.8% |