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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 | $150,207+21.4% | $120,380+51.5% | $145,978+24.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.52% | 154.28%-146.8pp | 107.28%-99.8pp | 550.52%-543.0pp |
| Employer contribution / active EE | $13,829 | $4,351+217.9% | $3,465+299.1% | $4,662+196.6% |
| Participant deferral / active EE | $16,625 | $6,175+169.2% | $4,992+233.0% | $6,690+148.5% |
| Admin fee / account holder | $1,697 | $12,203-86.1% | $9,421-82.0% | $13,400-87.3% |