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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 | $164,097 | $96,691+69.7% | $86,656+89.4% | $139,487+17.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.76% | 106.87%-100.1pp | 593.09%-586.3pp | 373.84%-367.1pp |
| Employer contribution / active EE | $6,619 | $3,267+102.6% | $3,025+118.8% | $4,755+39.2% |
| Participant deferral / active EE | $11,800 | $4,838+143.9% | $4,439+165.8% | $6,713+75.8% |
| Admin fee / account holder | $288,122 | $6,414+4391.9% | $5,619+5027.9% | $11,407+2425.8% |