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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 | $146,597 | $102,696+42.7% | $86,235+70.0% | $139,487+5.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 4.72% | 1925.91%-1921.2pp | 1170.03%-1165.3pp | 373.84%-369.1pp |
| Employer contribution / active EE | $16,404 | $3,034+440.7% | $2,381+588.9% | $4,755+245.0% |
| Participant deferral / active EE | $2,796 | $4,679-40.2% | $3,987-29.9% | $6,713-58.3% |
| Admin fee / account holder | $38,608 | $8,667+345.5% | $6,856+463.2% | $11,407+238.5% |