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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 | $150,021 | $70,366+113.2% | $66,674+125.0% | $138,895+8.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.98% | 386.41%-374.4pp | 321.24%-309.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $3,144 | $2,765+13.7% | $2,620+20.0% | $4,194-25.0% |
| Participant deferral / active EE | $7,029 | $4,374+60.7% | $4,084+72.1% | $6,396+9.9% |
| Admin fee / account holder | $14,236 | $5,262+170.5% | $5,098+179.2% | $12,562+13.3% |