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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 | $134,556 | $73,546+83.0% | $63,018+113.5% | $147,586-8.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.69% | 175.56%-166.9pp | 87.62%-78.9pp | 578.59%-569.9pp |
| Employer contribution / active EE | $7,328 | $3,324+120.5% | $2,761+165.4% | $4,876+50.3% |
| Participant deferral / active EE | $5,104 | $4,185+22.0% | $3,330+53.3% | $5,439-6.2% |
| Admin fee / account holder | $2,380 | $5,956-60.0% | $3,601-33.9% | $10,886-78.1% |