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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 | $207,300 | $85,171+143.4% | $172,753+20.0% | $72,976+184.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.40% | 27.32%-11.9pp | 803.00%-787.6pp | 81.02%-65.6pp |
| Employer contribution / active EE | $9,405 | $3,324+182.9% | $5,144+82.8% | $2,440+285.5% |
| Participant deferral / active EE | $4,977 | $3,260+52.7% | $5,198-4.2% | $3,608+38.0% |
| Admin fee / account holder | $23,939 | $5,880+307.1% | $13,956+71.5% | $5,124+367.2% |