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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 | $219,385 | $166,268+31.9% | $165,100+32.9% | $145,897+50.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.41% | 100.52%-93.1pp | 70.21%-62.8pp | 552.29%-544.9pp |
| Employer contribution / active EE | $9,718 | $5,284+83.9% | $4,348+123.5% | $4,663+108.4% |
| Participant deferral / active EE | $10,971 | $6,964+57.5% | $6,035+81.8% | $6,689+64.0% |
| Admin fee / account holder | $33,377 | $16,659+100.4% | $12,696+162.9% | $13,390+149.3% |