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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 | $169,832 | $72,071+135.6% | $68,368+148.4% | $137,256+23.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.68% | 353.14%-341.5pp | 292.57%-280.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $4,409 | $2,788+58.2% | $2,649+66.5% | $4,156+6.1% |
| Participant deferral / active EE | $14,291 | $4,410+224.1% | $4,123+246.6% | $6,407+123.1% |
| Admin fee / account holder | $32,735 | $5,336+513.5% | $5,150+535.7% | $12,270+166.8% |