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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 | $145,973 | $72,071+102.5% | $68,368+113.5% | $137,256+6.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.64% | 353.14%-342.5pp | 292.57%-281.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $3,434 | $2,788+23.2% | $2,649+29.6% | $4,156-17.4% |
| Participant deferral / active EE | $7,996 | $4,410+81.3% | $4,123+94.0% | $6,407+24.8% |
| Admin fee / account holder | $29,148 | $5,336+446.3% | $5,150+466.0% | $12,270+137.6% |