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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 | $142,126 | $105,210+35.1% | $159,487-10.9% | $85,851+65.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.31% | 45.08%-33.8pp | 263.71%-252.4pp | 318.63%-307.3pp |
| Employer contribution / active EE | $3,270 | $3,319-1.5% | $4,831-32.3% | $2,565+27.5% |
| Participant deferral / active EE | $9,300 | $5,946+56.4% | $7,354+26.5% | $3,952+135.3% |
| Admin fee / account holder | $55,591 | $6,934+701.7% | $10,804+414.6% | $6,261+787.9% |