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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 | $162,927 | $114,119+42.8% | $107,187+52.0% | $138,895+17.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 7.49% | 273.21%-265.7pp | 204.55%-197.1pp | 145.39%-137.9pp |
| Employer contribution / active EE | $42,164 | $4,059+938.8% | $3,782+1014.8% | $4,194+905.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $54,772 | $10,024+446.4% | $9,162+497.8% | $12,562+336.0% |