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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 | $122,708 | $68,394+79.4% | $94,672+29.6% | $75,177+63.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 13.46% | 616.92%-603.5pp | 156.89%-143.4pp | 160.75%-147.3pp |
| Employer contribution / active EE | $11,533 | $2,701+327.0% | $3,673+214.0% | $2,671+331.8% |
| Participant deferral / active EE | $10,089 | $6,536+54.4% | $7,417+36.0% | $4,126+144.5% |
| Admin fee / account holder | $2,489 | $5,326-53.3% | $7,222-65.5% | $5,651-56.0% |