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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 | $229,702 | $112,112+104.9% | $95,956+139.4% | $158,950+44.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.63% | 171.15%-166.5pp | 91.63%-87.0pp | 302.91%-298.3pp |
| Employer contribution / active EE | $12,780 | $3,199+299.5% | $2,541+402.9% | $4,762+168.4% |
| Participant deferral / active EE | $5,550 | $4,784+16.0% | $4,167+33.2% | $5,983-7.2% |
| Admin fee / account holder | $1,074 | $10,134-89.4% | $6,797-84.2% | $11,248-90.5% |