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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 | $156,922 | $114,093+37.5% | $96,171+63.2% | $167,536-6.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 7.64% | 190.00%-182.4pp | 192.04%-184.4pp | 478.82%-471.2pp |
| Employer contribution / active EE | $9,719 | $3,429+183.4% | $2,799+247.3% | $4,839+100.9% |
| Participant deferral / active EE | $12,991 | $5,197+150.0% | $4,350+198.6% | $6,342+104.8% |
| Admin fee / account holder | $1,575 | $6,899-77.2% | $5,538-71.6% | $12,315-87.2% |