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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 | $158,006 | $89,367+76.8% | $141,191+11.9% | $72,975+116.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.06% | 111.87%-93.8pp | 71.41%-53.3pp | 81.01%-62.9pp |
| Employer contribution / active EE | $5,007 | $3,115+60.8% | $4,736+5.7% | $2,440+105.2% |
| Participant deferral / active EE | $10,076 | $5,419+85.9% | $6,710+50.2% | $3,608+179.3% |
| Admin fee / account holder | $34,345 | $5,957+476.6% | $10,264+234.6% | $5,124+570.3% |