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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 | $162,654 | $106,008+53.4% | $92,240+76.3% | $147,586+10.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.69% | 50.05%-44.4pp | 176.29%-170.6pp | 578.59%-572.9pp |
| Employer contribution / active EE | $4,978 | $4,333+14.9% | $3,680+35.3% | $4,876+2.1% |
| Participant deferral / active EE | $16,000 | $4,478+257.3% | $3,897+310.6% | $5,439+194.2% |
| Admin fee / account holder | $1,320 | $6,333-79.2% | $5,194-74.6% | $10,886-87.9% |