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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 | $173,296 | $70,366+146.3% | $66,674+159.9% | $138,895+24.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 8.91% | 386.41%-377.5pp | 321.24%-312.3pp | 145.39%-136.5pp |
| Employer contribution / active EE | $14,167 | $2,765+412.3% | $2,620+440.7% | $4,194+237.8% |
| Participant deferral / active EE | $8,416 | $4,374+92.4% | $4,084+106.1% | $6,396+31.6% |
| Admin fee / account holder | $91,874 | $5,262+1645.8% | $5,098+1702.1% | $12,562+631.4% |