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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 | $138,968 | $85,766+62.0% | $136,298+2.0% | $70,126+98.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 9.63% | 31.46%-21.8pp | 5156.27%-5146.6pp | 73.15%-63.5pp |
| Employer contribution / active EE | $10,022 | $2,966+237.9% | $4,696+113.4% | $2,343+327.8% |
| Participant deferral / active EE | $8,606 | $5,051+70.4% | $6,247+37.8% | $3,332+158.3% |
| Admin fee / account holder | $9,955 | $5,421+83.7% | $9,244+7.7% | $4,645+114.3% |