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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 | $158,921 | $60,139+164.3% | $90,461+75.7% | $79,856+99.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.12% | 71.96%-63.8pp | 1294.76%-1286.6pp | 31.71%-23.6pp |
| Employer contribution / active EE | $7,176 | $2,069+246.9% | $3,264+119.9% | $2,471+190.4% |
| Participant deferral / active EE | $5,888 | $2,939+100.3% | $3,964+48.5% | $3,741+57.4% |
| Admin fee / account holder | $43,139 | $3,978+984.4% | $5,617+668.1% | $5,306+713.0% |