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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 | $49,199+225.4% | $121,204+32.1% | $75,173+113.0% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 8.92% | 56.04%-47.1pp | 987.18%-978.3pp | 160.72%-151.8pp |
| Employer contribution / active EE | $9,470 | $1,547+512.0% | $4,170+127.1% | $2,671+254.6% |
| Participant deferral / active EE | $4,952 | $2,630+88.3% | $4,083+21.3% | $4,126+20.0% |
| Admin fee / account holder | $48,240 | $3,946+1122.5% | $5,651+753.6% | $5,651+753.7% |