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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 | $191,719 | $102,382+87.3% | $147,005+30.4% | $80,874+137.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.76% | 134.89%-124.1pp | 418.76%-408.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $6,355 | $3,715+71.1% | $4,934+28.8% | $2,756+130.6% |
| Participant deferral / active EE | $7,458 | $6,646+12.2% | $8,070-7.6% | $4,297+73.6% |
| Admin fee / account holder | $1,671 | $7,942-79.0% | $13,006-87.2% | $6,935-75.9% |