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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 | $243,047 | $72,071+237.2% | $68,368+255.5% | $137,256+77.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.01% | 353.14%-344.1pp | 292.57%-283.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,337 | $2,788-16.2% | $2,649-11.8% | $4,156-43.8% |
| Participant deferral / active EE | $10,952 | $4,410+148.3% | $4,123+165.6% | $6,407+70.9% |
| Admin fee / account holder | $1,333 | $5,336-75.0% | $5,150-74.1% | $12,270-89.1% |