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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 | $107,175 | $102,595+4.5% | $94,057+13.9% | $154,746-30.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 7.80% | 583.42%-575.6pp | 480.62%-472.8pp | 172.34%-164.5pp |
| Employer contribution / active EE | $5,233 | $3,147+66.3% | $2,933+78.4% | $4,379+19.5% |
| Participant deferral / active EE | $3,984 | $5,118-22.2% | $4,709-15.4% | $6,730-40.8% |
| Admin fee / account holder | $9,154 | $7,736+18.3% | $7,244+26.4% | $14,365-36.3% |