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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 | $184,875 | $70,121+163.6% | $63,803+189.8% | $138,895+33.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 10.19% | 946.48%-936.3pp | 543.72%-533.5pp | 145.39%-135.2pp |
| Employer contribution / active EE | $6,076 | $2,882+110.8% | $2,532+139.9% | $4,194+44.9% |
| Participant deferral / active EE | $12,045 | $4,535+165.6% | $3,843+213.4% | $6,396+88.3% |
| Admin fee / account holder | $6,804 | $6,738+1.0% | $5,196+30.9% | $12,562-45.8% |