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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 | $238,312 | $137,414+73.4% | $189,537+25.7% | $85,847+177.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.28% | 38.14%-27.9pp | 555.34%-545.1pp | 318.61%-308.3pp |
| Employer contribution / active EE | $9,561 | $4,344+120.1% | $6,161+55.2% | $2,565+272.7% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $655 | $8,630-92.4% | $12,048-94.6% | $6,261-89.5% |