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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 | $102,595+119.4% | $94,057+139.3% | $154,746+45.5% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 80.7%+10.2pp |
| Annual return | 7.96% | 583.42%-575.5pp | 480.62%-472.7pp | 172.34%-164.4pp |
| Employer contribution / active EE | $14,830 | $3,147+371.2% | $2,933+405.6% | $4,379+238.7% |
| Participant deferral / active EE | $7,163 | $5,118+39.9% | $4,709+52.1% | $6,730+6.4% |
| Admin fee / account holder | $44,451 | $7,736+474.6% | $7,244+513.6% | $14,365+209.4% |