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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 | $226,333 | $106,008+113.5% | $92,240+145.4% | $147,586+53.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.55% | 50.05%-44.5pp | 176.29%-170.7pp | 578.59%-573.0pp |
| Employer contribution / active EE | $10,774 | $4,333+148.6% | $3,680+192.8% | $4,876+120.9% |
| Participant deferral / active EE | $7,000 | $4,478+56.3% | $3,897+79.6% | $5,439+28.7% |
| Admin fee / account holder | $398 | $6,333-93.7% | $5,194-92.3% | $10,886-96.3% |