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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 | $95,848 | $111,785-14.3% | $93,669+2.3% | $145,877-34.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.09% | 203.79%-198.7pp | 133.59%-128.5pp | 551.28%-546.2pp |
| Employer contribution / active EE | $9,529 | $3,096+207.8% | $2,424+293.2% | $4,663+104.4% |
| Participant deferral / active EE | $18,625 | $4,919+278.7% | $4,416+321.8% | $6,691+178.4% |
| Admin fee / account holder | $465 | $10,256-95.5% | $8,291-94.4% | $13,402-96.5% |