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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 | $101,110 | $63,346+59.6% | $92,240+9.6% | $70,126+44.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.58% | 530.19%-520.6pp | 176.29%-166.7pp | 73.15%-63.6pp |
| Employer contribution / active EE | $5,221 | $2,471+111.3% | $3,680+41.9% | $2,343+122.9% |
| Participant deferral / active EE | $4,150 | $2,854+45.4% | $3,897+6.5% | $3,332+24.5% |
| Admin fee / account holder | $67,969 | $3,841+1669.7% | $5,194+1208.6% | $4,645+1363.1% |