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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 | $190,295 | $72,071+164.0% | $68,368+178.3% | $137,256+38.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.77% | 353.14%-342.4pp | 292.57%-281.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $4,012 | $2,788+43.9% | $2,649+51.5% | $4,156-3.5% |
| Participant deferral / active EE | $7,713 | $4,410+74.9% | $4,123+87.1% | $6,407+20.4% |
| Admin fee / account holder | $25,984 | $5,336+387.0% | $5,150+404.6% | $12,270+111.8% |