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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 | $220,283 | $98,766+123.0% | $149,730+47.1% | $79,852+175.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 6.65% | 27.43%-20.8pp | 276.70%-270.0pp | 31.72%-25.1pp |
| Employer contribution / active EE | $10,796 | $3,217+235.6% | $4,645+132.4% | $2,471+336.9% |
| Participant deferral / active EE | $8,710 | $5,681+53.3% | $6,843+27.3% | $3,740+132.9% |
| Admin fee / account holder | $24,365 | $6,052+302.6% | $9,310+161.7% | $5,306+359.2% |