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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 | $206,026 | $57,305+259.5% | $86,640+137.8% | $75,173+174.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.50% | 2674.24%-2662.7pp | 592.52%-581.0pp | 160.72%-149.2pp |
| Employer contribution / active EE | $4,777 | $2,316+106.2% | $3,024+57.9% | $2,671+78.8% |
| Participant deferral / active EE | $6,111 | $3,320+84.1% | $4,438+37.7% | $4,126+48.1% |
| Admin fee / account holder | $4,148 | $4,116+0.8% | $5,616-26.1% | $5,651-26.6% |