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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 | $120,176 | $68,097+76.5% | $62,929+91.0% | $137,256-12.4% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 10.39% | 1859.11%-1848.7pp | 1063.93%-1053.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $14,814 | $2,811+427.0% | $2,505+491.5% | $4,156+256.5% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,609 | $6,521-44.7% | $5,065-28.7% | $12,270-70.6% |