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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 | $237,370 | $84,236+181.8% | $170,435+39.3% | $70,126+238.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.13% | 23.06%-11.9pp | 205.94%-194.8pp | 73.15%-62.0pp |
| Employer contribution / active EE | $10,774 | $3,387+218.1% | $5,432+98.3% | $2,343+360.0% |
| Participant deferral / active EE | $8,807 | $3,086+185.4% | $4,939+78.3% | $3,332+164.3% |
| Admin fee / account holder | $10,394 | $5,698+82.4% | $13,881-25.1% | $4,645+123.7% |