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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 | $66,057 | $223,823-70.5% | $211,142-68.7% | $154,746-57.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.02% | 50.39%-40.4pp | 46.84%-36.8pp | 172.34%-162.3pp |
| Employer contribution / active EE | $14,421 | $6,787+112.5% | $6,442+123.9% | $4,379+229.3% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $51,856 | $19,707+163.1% | $19,076+171.8% | $14,365+261.0% |