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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 | $245,160 | $100,911+142.9% | $90,440+171.1% | $158,966+54.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.24% | 1726.62%-1721.4pp | 1294.38%-1289.1pp | 302.95%-297.7pp |
| Employer contribution / active EE | $7,674 | $3,690+107.9% | $3,263+135.2% | $4,762+61.1% |
| Participant deferral / active EE | $4,700 | $4,348+8.1% | $3,964+18.6% | $5,983-21.5% |
| Admin fee / account holder | $15,995 | $6,507+145.8% | $5,615+184.9% | $11,250+42.2% |