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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 | $225,110 | $72,071+212.3% | $68,368+229.3% | $137,256+64.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 7.96% | 353.14%-345.2pp | 292.57%-284.6pp | 220.34%-212.4pp |
| Employer contribution / active EE | $14,830 | $2,788+431.9% | $2,649+459.8% | $4,156+256.8% |
| Participant deferral / active EE | $7,163 | $4,410+62.4% | $4,123+73.7% | $6,407+11.8% |
| Admin fee / account holder | $44,451 | $5,336+733.1% | $5,150+763.2% | $12,270+262.3% |