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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 | $226,001 | $73,107+209.1% | $114,563+97.3% | $87,485+158.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.9%+27.1pp | 68.9%+31.1pp |
| Annual return | 9.94% | 19.47%-9.5pp | 241.09%-231.2pp | 26.06%-16.1pp |
| Employer contribution / active EE | $13,325 | $1,881+608.4% | $2,592+414.1% | $2,596+413.2% |
| Participant deferral / active EE | $5,658 | $3,144+80.0% | $4,142+36.6% | $4,274+32.4% |
| Admin fee / account holder | $34,482 | $5,770+497.6% | $7,623+352.3% | $7,775+343.5% |