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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 | $102,422+128.4% | $147,117+59.0% | $80,959+188.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.49% | 135.16%-124.7pp | 420.54%-410.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $9,323 | $3,717+150.8% | $4,932+89.0% | $2,757+238.2% |
| Participant deferral / active EE | $23,060 | $6,652+246.7% | $8,065+185.9% | $4,300+436.2% |
| Admin fee / account holder | $67,698 | $7,953+751.2% | $12,993+421.0% | $6,925+877.5% |