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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 | $208,448 | $88,815+134.7% | $81,882+154.6% | $145,897+42.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.31% | 1033.75%-1024.4pp | 779.47%-770.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,257 | $3,086-26.9% | $2,916-22.6% | $4,663-51.6% |
| Participant deferral / active EE | $7,500 | $4,647+61.4% | $4,323+73.5% | $6,689+12.1% |
| Admin fee / account holder | $1,748 | $8,434-79.3% | $7,360-76.2% | $13,390-86.9% |