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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 | $155,142 | $88,778+74.8% | $81,844+89.6% | $145,884+6.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.91% | 1033.03%-1026.1pp | 778.87%-772.0pp | 551.85%-544.9pp |
| Employer contribution / active EE | $4,578 | $3,087+48.3% | $2,916+57.0% | $4,662-1.8% |
| Participant deferral / active EE | $7,873 | $4,648+69.4% | $4,323+82.1% | $6,690+17.7% |
| Admin fee / account holder | $66,109 | $8,430+684.2% | $7,355+798.8% | $13,392+393.6% |