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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 | $155,772 | $99,921+55.9% | $85,009+83.2% | $145,959+6.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.00% | 83.89%-75.9pp | 66.47%-58.5pp | 561.95%-554.0pp |
| Employer contribution / active EE | $6,545 | $3,233+102.5% | $2,728+139.9% | $4,661+40.4% |
| Participant deferral / active EE | $10,742 | $5,293+103.0% | $4,522+137.6% | $6,689+60.6% |
| Admin fee / account holder | $58,206 | $7,252+702.6% | $6,153+846.0% | $13,398+334.4% |