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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 | $247,921 | $88,778+179.3% | $81,844+202.9% | $145,884+69.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.32% | 1033.03%-1026.7pp | 778.87%-772.5pp | 551.85%-545.5pp |
| Employer contribution / active EE | $13,485 | $3,087+336.8% | $2,916+362.4% | $4,662+189.2% |
| Participant deferral / active EE | $15,325 | $4,648+229.7% | $4,323+254.5% | $6,690+129.1% |
| Admin fee / account holder | $1,183 | $8,430-86.0% | $7,355-83.9% | $13,392-91.2% |