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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 | $182,349 | $150,346+21.3% | $120,524+51.3% | $145,877+25.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.52% | 154.40%-146.9pp | 107.36%-99.8pp | 551.28%-543.8pp |
| Employer contribution / active EE | $13,829 | $4,353+217.7% | $3,469+298.6% | $4,663+196.6% |
| Participant deferral / active EE | $16,625 | $6,172+169.3% | $4,994+232.9% | $6,691+148.5% |
| Admin fee / account holder | $1,697 | $12,215-86.1% | $9,440-82.0% | $13,402-87.3% |