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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 | $191,239 | $107,363+78.1% | $92,909+105.8% | $152,897+25.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 9.44% | 145.63%-136.2pp | 109.44%-100.0pp | 345.43%-336.0pp |
| Employer contribution / active EE | $9,067 | $4,222+114.8% | $3,653+148.2% | $4,764+90.4% |
| Participant deferral / active EE | $2,664 | $4,848-45.1% | $4,238-37.1% | $5,851-54.5% |
| Admin fee / account holder | $13,752 | $7,082+94.2% | $5,795+137.3% | $11,599+18.6% |