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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 | $231,418 | $100,938+129.3% | $90,461+155.8% | $158,982+45.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.85% | 1727.20%-1722.3pp | 1294.76%-1289.9pp | 302.99%-298.1pp |
| Employer contribution / active EE | $29,696 | $3,691+704.4% | $3,264+809.8% | $4,763+523.5% |
| Participant deferral / active EE | $21,911 | $4,350+403.7% | $3,964+452.7% | $5,983+266.2% |
| Admin fee / account holder | $141,739 | $6,510+2077.3% | $5,617+2423.6% | $11,252+1159.7% |