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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 | $206,631 | $111,814+84.8% | $93,654+120.6% | $145,959+41.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.57% | 203.30%-195.7pp | 133.34%-125.8pp | 561.95%-554.4pp |
| Employer contribution / active EE | $6,692 | $3,092+116.5% | $2,421+176.4% | $4,661+43.6% |
| Participant deferral / active EE | $10,347 | $4,914+110.5% | $4,413+134.5% | $6,689+54.7% |
| Admin fee / account holder | $175,655 | $10,246+1614.3% | $8,282+2020.9% | $13,398+1211.1% |