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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 | $107,738 | $88,778+21.4% | $81,844+31.6% | $145,884-26.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.79% | 1033.03%-1028.2pp | 778.87%-774.1pp | 551.85%-547.1pp |
| Employer contribution / active EE | $5,760 | $3,087+86.6% | $2,916+97.5% | $4,662+23.5% |
| Participant deferral / active EE | $3,732 | $4,648-19.7% | $4,323-13.7% | $6,690-44.2% |
| Admin fee / account holder | $6,944 | $8,430-17.6% | $7,355-5.6% | $13,392-48.2% |