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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 | $151,428 | $102,696+47.5% | $86,235+75.6% | $139,487+8.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 5.58% | 1925.91%-1920.3pp | 1170.03%-1164.4pp | 373.84%-368.3pp |
| Employer contribution / active EE | $2,587 | $3,034-14.7% | $2,381+8.6% | $4,755-45.6% |
| Participant deferral / active EE | $16,924 | $4,679+261.7% | $3,987+324.5% | $6,713+152.1% |
| Admin fee / account holder | $2,009 | $8,667-76.8% | $6,856-70.7% | $11,407-82.4% |