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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 | $73,518+126.4% | $63,003+164.2% | $147,585+12.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.80% | 175.46%-166.7pp | 87.59%-78.8pp | 578.57%-569.8pp |
| Employer contribution / active EE | $5,060 | $3,322+52.3% | $2,760+83.3% | $4,876+3.8% |
| Participant deferral / active EE | $5,908 | $4,183+41.2% | $3,329+77.5% | $5,439+8.6% |
| Admin fee / account holder | $7,672 | $5,952+28.9% | $3,600+113.1% | $10,885-29.5% |