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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 | $94,529 | $72,071+31.2% | $68,368+38.3% | $137,256-31.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 7.92% | 353.14%-345.2pp | 292.57%-284.7pp | 220.34%-212.4pp |
| Employer contribution / active EE | $4,802 | $2,788+72.2% | $2,649+81.3% | $4,156+15.5% |
| Participant deferral / active EE | $8,458 | $4,410+91.8% | $4,123+105.2% | $6,407+32.0% |
| Admin fee / account holder | $28,794 | $5,336+439.7% | $5,150+459.1% | $12,270+134.7% |