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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 | $239,750 | $93,617+156.1% | $135,982+76.3% | $75,177+218.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.32% | 30.89%-18.6pp | 68.32%-56.0pp | 160.75%-148.4pp |
| Employer contribution / active EE | $12,516 | $3,538+253.7% | $4,859+157.6% | $2,671+368.6% |
| Participant deferral / active EE | $12,694 | $6,406+98.2% | $7,760+63.6% | $4,126+207.6% |
| Admin fee / account holder | $23,290 | $6,980+233.7% | $10,767+116.3% | $5,651+312.1% |