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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 | $132,287 | $57,330+130.7% | $86,656+52.7% | $75,177+76.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.76% | 2675.40%-2663.6pp | 593.09%-581.3pp | 160.75%-149.0pp |
| Employer contribution / active EE | $7,108 | $2,316+206.9% | $3,025+134.9% | $2,671+166.1% |
| Participant deferral / active EE | $6,689 | $3,320+101.5% | $4,439+50.7% | $4,126+62.1% |
| Admin fee / account holder | $2,772 | $4,115-32.6% | $5,619-50.7% | $5,651-51.0% |