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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 | $153,180 | $72,071+112.5% | $68,368+124.1% | $137,256+11.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.51% | 353.14%-342.6pp | 292.57%-282.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $10,443 | $2,788+274.6% | $2,649+294.3% | $4,156+151.3% |
| Participant deferral / active EE | $11,947 | $4,410+170.9% | $4,123+189.8% | $6,407+86.5% |
| Admin fee / account holder | $69,522 | $5,336+1203.0% | $5,150+1250.0% | $12,270+466.6% |