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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 | $193,070 | $70,366+174.4% | $66,674+189.6% | $138,895+39.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.39% | 386.41%-374.0pp | 321.24%-308.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $10,500 | $2,765+279.7% | $2,620+300.8% | $4,194+150.3% |
| Participant deferral / active EE | $7,500 | $4,374+71.5% | $4,084+83.6% | $6,396+17.3% |
| Admin fee / account holder | $17,835 | $5,262+238.9% | $5,098+249.8% | $12,562+42.0% |