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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 | $249,713 | $106,001+135.6% | $92,235+170.7% | $147,585+69.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.36% | 50.05%-42.7pp | 176.28%-168.9pp | 578.56%-571.2pp |
| Employer contribution / active EE | $16,563 | $4,333+282.2% | $3,679+350.1% | $4,876+239.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $454 | $6,332-92.8% | $5,194-91.3% | $10,885-95.8% |