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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 | $210,000 | $137,414+52.8% | $189,545+10.8% | $85,851+144.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 8.61% | 38.14%-29.5pp | 555.36%-546.8pp | 318.63%-310.0pp |
| Employer contribution / active EE | $7,143 | $4,344+64.4% | $6,162+15.9% | $2,565+178.4% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $14,180 | $8,630+64.3% | $12,049+17.7% | $6,261+126.5% |