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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 | $222,518 | $89,370+149.0% | $141,197+57.6% | $72,976+204.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 6.06% | 111.88%-105.8pp | 71.41%-65.3pp | 81.02%-75.0pp |
| Employer contribution / active EE | $7,388 | $3,115+137.2% | $4,736+56.0% | $2,440+202.8% |
| Participant deferral / active EE | $9,349 | $5,419+72.5% | $6,710+39.3% | $3,608+159.1% |
| Admin fee / account holder | $2,764 | $5,957-53.6% | $10,265-73.1% | $5,124-46.1% |