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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 | $176,911 | $150,435+17.6% | $120,580+46.7% | $145,897+21.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 8.24% | 154.60%-146.4pp | 107.48%-99.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $7,013 | $4,352+61.1% | $3,469+102.2% | $4,663+50.4% |
| Participant deferral / active EE | $20,406 | $6,174+230.5% | $4,995+308.5% | $6,689+205.1% |
| Admin fee / account holder | $965 | $12,182-92.1% | $9,418-89.8% | $13,390-92.8% |