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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 | $112,125 | $72,071+55.6% | $68,368+64.0% | $137,256-18.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.47% | 353.14%-342.7pp | 292.57%-282.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $5,772 | $2,788+107.0% | $2,649+117.9% | $4,156+38.9% |
| Participant deferral / active EE | $7,624 | $4,410+72.9% | $4,123+84.9% | $6,407+19.0% |
| Admin fee / account holder | $53,240 | $5,336+897.8% | $5,150+933.8% | $12,270+333.9% |