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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 | $166,247 | $90,489+83.7% | $76,051+118.6% | $145,978+13.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 5.81% | 622.78%-617.0pp | 360.42%-354.6pp | 550.52%-544.7pp |
| Employer contribution / active EE | $11,756 | $3,319+254.2% | $2,690+337.1% | $4,662+152.2% |
| Participant deferral / active EE | $12,854 | $5,164+148.9% | $4,257+201.9% | $6,690+92.1% |
| Admin fee / account holder | $55,310 | $8,374+560.5% | $6,416+762.0% | $13,400+312.8% |