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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 | $243,170 | $88,778+173.9% | $81,844+197.1% | $145,884+66.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.33% | 1033.03%-1029.7pp | 778.87%-775.5pp | 551.85%-548.5pp |
| Employer contribution / active EE | $16,778 | $3,087+443.5% | $2,916+475.3% | $4,662+259.9% |
| Participant deferral / active EE | $10,167 | $4,648+118.7% | $4,323+135.2% | $6,690+52.0% |
| Admin fee / account holder | $14,059 | $8,430+66.8% | $7,355+91.1% | $13,392+5.0% |