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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 | $168,204 | $109,411+53.7% | $89,435+88.1% | $158,982+5.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 3.30% | 345.68%-342.4pp | 245.55%-242.3pp | 302.99%-299.7pp |
| Employer contribution / active EE | $10,665 | $3,173+236.2% | $2,587+312.3% | $4,763+123.9% |
| Participant deferral / active EE | $12,055 | $4,600+162.1% | $3,890+209.9% | $5,983+101.5% |
| Admin fee / account holder | $427,955 | $6,159+6848.8% | $4,884+8661.6% | $11,252+3703.5% |