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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 | $119,338 | $72,071+65.6% | $68,368+74.6% | $137,256-13.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 6.19% | 353.14%-347.0pp | 292.57%-286.4pp | 220.34%-214.2pp |
| Employer contribution / active EE | $6,705 | $2,788+140.5% | $2,649+153.1% | $4,156+61.3% |
| Participant deferral / active EE | $4,452 | $4,410+0.9% | $4,123+8.0% | $6,407-30.5% |
| Admin fee / account holder | $6,299 | $5,336+18.1% | $5,150+22.3% | $12,270-48.7% |