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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 | $107,867 | $90,530+19.2% | $76,030+41.9% | $145,897-26.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.13% | 625.08%-618.0pp | 361.54%-354.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $14,538 | $3,319+338.0% | $2,688+440.9% | $4,663+211.8% |
| Participant deferral / active EE | $9,007 | $5,164+74.4% | $4,257+111.6% | $6,689+34.6% |
| Admin fee / account holder | $21,630 | $8,383+158.0% | $6,421+236.9% | $13,390+61.5% |