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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 | $110,665 | $150,346-26.4% | $120,524-8.2% | $145,877-24.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 5.09% | 154.40%-149.3pp | 107.36%-102.3pp | 551.28%-546.2pp |
| Employer contribution / active EE | $11,635 | $4,353+167.3% | $3,469+235.4% | $4,663+149.5% |
| Participant deferral / active EE | $7,440 | $6,172+20.5% | $4,994+49.0% | $6,691+11.2% |
| Admin fee / account holder | $17,694 | $12,215+44.8% | $9,440+87.4% | $13,402+32.0% |