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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 | $211,353 | $108,882+94.1% | $96,754+118.4% | $154,746+36.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 5.83% | 98.39%-92.6pp | 82.04%-76.2pp | 172.34%-166.5pp |
| Employer contribution / active EE | $4,080 | $3,018+35.2% | $2,679+52.3% | $4,379-6.8% |
| Participant deferral / active EE | $15,909 | $5,323+198.9% | $4,758+234.4% | $6,730+136.4% |
| Admin fee / account holder | $98,416 | $10,200+864.8% | $8,905+1005.2% | $14,365+585.1% |