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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 | $88,754+134.9% | $81,820+154.8% | $145,877+42.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.31% | 1031.77%-1022.5pp | 777.93%-768.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $2,257 | $3,085-26.8% | $2,915-22.6% | $4,663-51.6% |
| Participant deferral / active EE | $7,500 | $4,648+61.4% | $4,323+73.5% | $6,691+12.1% |
| Admin fee / account holder | $1,748 | $8,424-79.2% | $7,391-76.3% | $13,402-87.0% |