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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 | $173,515 | $102,382+69.5% | $147,005+18.0% | $80,874+114.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.50% | 134.89%-125.4pp | 418.76%-409.3pp | 35.62%-26.1pp |
| Employer contribution / active EE | $4,219 | $3,715+13.6% | $4,934-14.5% | $2,756+53.1% |
| Participant deferral / active EE | $9,696 | $6,646+45.9% | $8,070+20.1% | $4,297+125.6% |
| Admin fee / account holder | $24,420 | $7,942+207.5% | $13,006+87.8% | $6,935+252.1% |