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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 | $90,215 | $72,071+25.2% | $68,368+32.0% | $137,256-34.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.43% | 353.14%-343.7pp | 292.57%-283.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,923 | $4,410-11.0% | $4,123-4.8% | $6,407-38.8% |
| Admin fee / account holder | $23,933 | $5,336+348.6% | $5,150+364.7% | $12,270+95.1% |