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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 | $199,982 | $56,110+256.4% | $94,993+110.5% | $70,126+185.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 8.66% | 51.02%-42.4pp | 27.14%-18.5pp | 73.15%-64.5pp |
| Employer contribution / active EE | $6,918 | $1,442+379.7% | $2,603+165.7% | $2,343+195.3% |
| Participant deferral / active EE | $2,392 | $2,3910% | $3,317-27.9% | $3,332-28.2% |
| Admin fee / account holder | $11,806 | $3,456+241.6% | $4,960+138.0% | $4,645+154.1% |