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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 | $200,026 | $101,063+97.9% | $81,473+145.5% | $147,586+35.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 3.15% | 32.41%-29.3pp | 38.78%-35.6pp | 578.59%-575.4pp |
| Employer contribution / active EE | $15,750 | $3,206+391.3% | $2,568+513.3% | $4,876+223.0% |
| Participant deferral / active EE | $10,500 | $4,242+147.5% | $3,537+196.9% | $5,439+93.1% |
| Admin fee / account holder | $36,391 | $5,812+526.1% | $4,561+697.8% | $10,886+234.3% |