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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 | $241,411 | $102,382+135.8% | $147,005+64.2% | $80,874+198.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.33% | 134.89%-124.6pp | 418.76%-408.4pp | 35.62%-25.3pp |
| Employer contribution / active EE | $10,031 | $3,715+170.0% | $4,934+103.3% | $2,756+264.0% |
| Participant deferral / active EE | $9,797 | $6,646+47.4% | $8,070+21.4% | $4,297+128.0% |
| Admin fee / account holder | $11,950 | $7,942+50.5% | $13,006-8.1% | $6,935+72.3% |