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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 | $154,250 | $70,366+119.2% | $66,674+131.4% | $138,895+11.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.04% | 386.41%-373.4pp | 321.24%-308.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $12,641 | $2,765+357.2% | $2,620+382.5% | $4,194+201.4% |
| Participant deferral / active EE | $8,713 | $4,374+99.2% | $4,084+113.3% | $6,396+36.2% |
| Admin fee / account holder | $2,251 | $5,262-57.2% | $5,098-55.9% | $12,562-82.1% |