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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 | $143,943 | $70,121+105.3% | $63,803+125.6% | $138,895+3.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 8.24% | 946.48%-938.2pp | 543.72%-535.5pp | 145.39%-137.2pp |
| Employer contribution / active EE | $5,793 | $2,882+101.0% | $2,532+128.8% | $4,194+38.1% |
| Participant deferral / active EE | $9,592 | $4,535+111.5% | $3,843+149.6% | $6,396+50.0% |
| Admin fee / account holder | $23,109 | $6,738+243.0% | $5,196+344.7% | $12,562+84.0% |