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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 | $148,285 | $114,130+29.9% | $96,192+54.2% | $167,553-11.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 6.48% | 190.07%-183.6pp | 192.09%-185.6pp | 478.89%-472.4pp |
| Employer contribution / active EE | $4,931 | $3,431+43.7% | $2,799+76.1% | $4,840+1.9% |
| Participant deferral / active EE | $16,127 | $5,198+210.3% | $4,351+270.7% | $6,343+154.3% |
| Admin fee / account holder | $60,812 | $6,901+781.2% | $5,539+997.8% | $12,316+393.7% |