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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 | $111,830-14.3% | $93,696+2.3% | $145,884-34.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.09% | 204.08%-199.0pp | 133.74%-128.6pp | 551.85%-546.8pp |
| Employer contribution / active EE | $9,529 | $3,093+208.1% | $2,422+293.4% | $4,662+104.4% |
| Participant deferral / active EE | $18,625 | $4,920+278.6% | $4,417+321.7% | $6,690+178.4% |
| Admin fee / account holder | $465 | $10,249-95.5% | $8,287-94.4% | $13,392-96.5% |