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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 | $160,096 | $49,164+225.6% | $121,169+32.1% | $75,181+112.9% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 8.92% | 56.03%-47.1pp | 986.71%-977.8pp | 160.69%-151.8pp |
| Employer contribution / active EE | $9,470 | $1,546+512.4% | $4,168+127.2% | $2,671+254.6% |
| Participant deferral / active EE | $4,952 | $2,628+88.4% | $4,083+21.3% | $4,126+20.0% |
| Admin fee / account holder | $48,240 | $3,942+1123.6% | $5,645+754.5% | $5,650+753.8% |