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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 | $145,187 | $60,128+141.5% | $90,440+60.5% | $79,852+81.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.21% | 71.95%-67.7pp | 1294.38%-1290.2pp | 31.72%-27.5pp |
| Employer contribution / active EE | $11,417 | $2,068+452.0% | $3,263+249.9% | $2,471+362.0% |
| Participant deferral / active EE | $6,024 | $2,939+105.0% | $3,964+52.0% | $3,740+61.0% |
| Admin fee / account holder | $12,237 | $3,977+207.7% | $5,615+117.9% | $5,306+130.6% |