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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 | $200,767 | $77,901+157.7% | $149,717+34.1% | $75,181+167.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 9.58% | 31.73%-22.1pp | 134.41%-124.8pp | 160.69%-151.1pp |
| Employer contribution / active EE | $10,717 | $3,137+241.6% | $4,820+122.4% | $2,671+301.3% |
| Participant deferral / active EE | $7,444 | $3,411+118.2% | $5,682+31.0% | $4,126+80.4% |
| Admin fee / account holder | $167,649 | $5,949+2718.1% | $13,213+1168.8% | $5,650+2867.3% |