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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 | $72,071+48.7% | $68,368+56.8% | $137,256-21.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 7.80% | 353.14%-345.3pp | 292.57%-284.8pp | 220.34%-212.5pp |
| Employer contribution / active EE | $5,233 | $2,788+87.7% | $2,649+97.5% | $4,156+25.9% |
| Participant deferral / active EE | $3,984 | $4,410-9.7% | $4,123-3.4% | $6,407-37.8% |
| Admin fee / account holder | $9,154 | $5,336+71.6% | $5,150+77.8% | $12,270-25.4% |