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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 | $179,548 | $88,754+102.3% | $81,820+119.4% | $145,877+23.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.12% | 1031.77%-1022.7pp | 777.93%-768.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $24,818 | $3,085+704.4% | $2,915+751.4% | $4,663+432.2% |
| Participant deferral / active EE | $13,017 | $4,648+180.1% | $4,323+201.1% | $6,691+94.6% |
| Admin fee / account holder | $7,278 | $8,424-13.6% | $7,391-1.5% | $13,402-45.7% |