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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 | $121,269 | $60,139+101.6% | $90,461+34.1% | $79,856+51.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.72% | 71.96%-65.2pp | 1294.76%-1288.0pp | 31.71%-25.0pp |
| Employer contribution / active EE | $7,206 | $2,069+248.3% | $3,264+120.8% | $2,471+191.6% |
| Participant deferral / active EE | $10,503 | $2,939+257.4% | $3,964+164.9% | $3,741+180.8% |
| Admin fee / account holder | $2,765 | $3,978-30.5% | $5,617-50.8% | $5,306-47.9% |