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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 | $151,550 | $81,664+85.6% | $70,476+115.0% | $158,966-4.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 2.39% | 208.59%-206.2pp | 109.12%-106.7pp | 302.95%-300.6pp |
| Employer contribution / active EE | $9,858 | $3,219+206.3% | $2,738+260.1% | $4,762+107.0% |
| Participant deferral / active EE | $8,625 | $4,556+89.3% | $3,710+132.5% | $5,983+44.2% |
| Admin fee / account holder | $15,002 | $6,197+142.1% | $3,847+290.0% | $11,250+33.4% |