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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 | $127,899 | $68,097+87.8% | $62,929+103.2% | $137,256-6.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 8.24% | 1859.11%-1850.9pp | 1063.93%-1055.7pp | 220.34%-212.1pp |
| Employer contribution / active EE | $3,719 | $2,811+32.3% | $2,505+48.5% | $4,156-10.5% |
| Participant deferral / active EE | $1,920 | $4,553-57.8% | $3,888-50.6% | $6,407-70.0% |
| Admin fee / account holder | $29,264 | $6,521+348.7% | $5,065+477.8% | $12,270+138.5% |