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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 | $99,330 | $100,938-1.6% | $90,461+9.8% | $158,982-37.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.33% | 1727.20%-1722.9pp | 1294.76%-1290.4pp | 302.99%-298.7pp |
| Employer contribution / active EE | $10,665 | $3,691+188.9% | $3,264+226.7% | $4,763+123.9% |
| Participant deferral / active EE | $5,923 | $4,350+36.2% | $3,964+49.4% | $5,983-1.0% |
| Admin fee / account holder | $7,393 | $6,510+13.6% | $5,617+31.6% | $11,252-34.3% |