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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 | $196,595 | $88,815+121.4% | $81,882+140.1% | $145,897+34.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.94% | 1033.75%-1027.8pp | 779.47%-773.5pp | 552.29%-546.3pp |
| Employer contribution / active EE | $20,129 | $3,086+552.2% | $2,916+590.3% | $4,663+331.7% |
| Participant deferral / active EE | $19,557 | $4,647+320.8% | $4,323+352.4% | $6,689+192.4% |
| Admin fee / account holder | $1,470 | $8,434-82.6% | $7,360-80.0% | $13,390-89.0% |