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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 | $170,653 | $76,368+123.5% | $67,681+152.1% | $154,746+10.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 8.92% | 1066.77%-1057.9pp | 590.58%-581.7pp | 172.34%-163.4pp |
| Employer contribution / active EE | $10,771 | $3,151+241.8% | $2,678+302.2% | $4,379+146.0% |
| Participant deferral / active EE | $11,219 | $4,824+132.6% | $3,976+182.2% | $6,730+66.7% |
| Admin fee / account holder | $13,955 | $8,559+63.0% | $6,100+128.8% | $14,365-2.9% |