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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 | $198,006 | $111,535+77.5% | $105,223+88.2% | $137,256+44.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.11% | 237.85%-230.7pp | 180.65%-173.5pp | 220.34%-213.2pp |
| Employer contribution / active EE | $12,312 | $3,939+212.5% | $3,689+233.8% | $4,156+196.2% |
| Participant deferral / active EE | $12,250 | $5,500+122.7% | $5,072+141.5% | $6,407+91.2% |
| Admin fee / account holder | $74,808 | $9,721+669.5% | $8,859+744.4% | $12,270+509.7% |