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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 | $71,236 | $76,368-6.7% | $67,681+5.3% | $154,746-54.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 9.17% | 1066.77%-1057.6pp | 590.58%-581.4pp | 172.34%-163.2pp |
| Employer contribution / active EE | $5,375 | $3,151+70.6% | $2,678+100.7% | $4,379+22.7% |
| Participant deferral / active EE | $11,622 | $4,824+140.9% | $3,976+192.3% | $6,730+72.7% |
| Admin fee / account holder | $11,334 | $8,559+32.4% | $6,100+85.8% | $14,365-21.1% |