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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 | $233,891 | $102,429+128.3% | $147,096+59.0% | $80,925+189.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.49% | 135.02%-124.5pp | 419.75%-409.3pp | 35.65%-25.2pp |
| Employer contribution / active EE | $9,323 | $3,716+150.9% | $4,936+88.9% | $2,756+238.3% |
| Participant deferral / active EE | $23,060 | $6,649+246.8% | $8,071+185.7% | $4,299+436.5% |
| Admin fee / account holder | $67,698 | $7,957+750.8% | $13,005+420.5% | $6,940+875.5% |