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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 | $208,254 | $108,897+91.2% | $100,378+107.5% | $145,877+42.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.27% | 58.17%-48.9pp | 49.41%-40.1pp | 551.28%-542.0pp |
| Employer contribution / active EE | $5,448 | $4,420+23.3% | $3,942+38.2% | $4,663+16.8% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,918 | $9,690-80.2% | $7,899-75.7% | $13,402-85.7% |