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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 | $152,621 | $45,050+238.8% | $63,018+142.2% | $70,126+117.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.90% | 18.76%-7.9pp | 87.62%-76.7pp | 73.15%-62.3pp |
| Employer contribution / active EE | $7,762 | $2,052+278.3% | $2,761+181.2% | $2,343+231.3% |
| Participant deferral / active EE | $1,916 | $2,466-22.3% | $3,330-42.5% | $3,332-42.5% |
| Admin fee / account holder | $6,651 | $2,834+134.7% | $3,601+84.7% | $4,645+43.2% |