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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 | $166,460 | $73,546+126.3% | $63,018+164.1% | $147,586+12.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.80% | 175.56%-166.8pp | 87.62%-78.8pp | 578.59%-569.8pp |
| Employer contribution / active EE | $5,060 | $3,324+52.2% | $2,761+83.3% | $4,876+3.8% |
| Participant deferral / active EE | $5,908 | $4,185+41.2% | $3,330+77.4% | $5,439+8.6% |
| Admin fee / account holder | $7,672 | $5,956+28.8% | $3,601+113.1% | $10,886-29.5% |