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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 | $136,688 | $57,330+138.4% | $86,656+57.7% | $75,177+81.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.23% | 2675.40%-2664.2pp | 593.09%-581.9pp | 160.75%-149.5pp |
| Employer contribution / active EE | $3,035 | $2,316+31.0% | $3,025+0.3% | $2,671+13.6% |
| Participant deferral / active EE | $3,830 | $3,320+15.3% | $4,439-13.7% | $4,126-7.2% |
| Admin fee / account holder | $5,354 | $4,115+30.1% | $5,619-4.7% | $5,651-5.3% |