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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 | $171,610 | $105,198+63.1% | $159,455+7.6% | $85,856+99.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.15% | 45.08%-33.9pp | 263.63%-252.5pp | 318.58%-307.4pp |
| Employer contribution / active EE | $9,506 | $3,319+186.4% | $4,830+96.8% | $2,565+270.6% |
| Participant deferral / active EE | $8,619 | $5,946+45.0% | $7,353+17.2% | $3,952+118.1% |
| Admin fee / account holder | $1,799 | $6,934-74.1% | $10,800-83.3% | $6,261-71.3% |