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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 | $100,868+129.4% | $90,414+156.0% | $158,931+45.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.85% | 1724.58%-1719.7pp | 1293.19%-1288.3pp | 302.86%-298.0pp |
| Employer contribution / active EE | $29,696 | $3,689+704.9% | $3,262+810.3% | $4,761+523.7% |
| Participant deferral / active EE | $21,911 | $4,348+404.0% | $3,963+452.9% | $5,982+266.3% |
| Admin fee / account holder | $141,739 | $6,502+2079.9% | $5,611+2425.9% | $11,247+1160.3% |