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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 | $187,420 | $109,905+70.5% | $98,506+90.3% | $167,553+11.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.50% | 1960.20%-1952.7pp | 1494.92%-1487.4pp | 478.89%-471.4pp |
| Employer contribution / active EE | $16,286 | $3,226+404.9% | $2,961+450.0% | $4,840+236.5% |
| Participant deferral / active EE | $8,956 | $4,674+91.6% | $4,277+109.4% | $6,343+41.2% |
| Admin fee / account holder | $39,875 | $6,760+489.9% | $5,955+569.7% | $12,316+223.8% |