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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 | $113,814 | $90,691+25.5% | $76,119+49.5% | $145,884-22.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 5.99% | 624.52%-618.5pp | 361.25%-355.3pp | 551.85%-545.9pp |
| Employer contribution / active EE | $7,157 | $3,329+115.0% | $2,693+165.8% | $4,662+53.5% |
| Participant deferral / active EE | $14,792 | $5,167+186.3% | $4,259+247.3% | $6,690+121.1% |
| Admin fee / account holder | $132,710 | $8,383+1483.1% | $6,421+1966.7% | $13,392+891.0% |