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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 | $243,589 | $76,551+218.2% | $123,894+96.6% | $62,881+287.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.38% | 18.68%-14.3pp | 47.52%-43.1pp | 20.14%-15.8pp |
| Employer contribution / active EE | $10,119 | $2,882+251.0% | $4,617+119.2% | $2,281+343.6% |
| Participant deferral / active EE | $7,159 | $4,840+47.9% | $5,984+19.6% | $3,203+123.5% |
| Admin fee / account holder | $12,970 | $4,826+168.8% | $8,357+55.2% | $4,296+201.9% |