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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 | $137,484 | $68,097+101.9% | $62,929+118.5% | $137,256+0.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 8.41% | 1859.11%-1850.7pp | 1063.93%-1055.5pp | 220.34%-211.9pp |
| Employer contribution / active EE | $13,796 | $2,811+390.8% | $2,505+450.8% | $4,156+231.9% |
| Participant deferral / active EE | $8,643 | $4,553+89.8% | $3,888+122.3% | $6,407+34.9% |
| Admin fee / account holder | $17,291 | $6,521+165.1% | $5,065+241.4% | $12,270+40.9% |