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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 | $87,503 | $72,071+21.4% | $68,368+28.0% | $137,256-36.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.84% | 353.14%-341.3pp | 292.57%-280.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $5,579 | $2,788+100.1% | $2,649+110.6% | $4,156+34.2% |
| Participant deferral / active EE | $6,966 | $4,410+58.0% | $4,123+69.0% | $6,407+8.7% |
| Admin fee / account holder | $1,169 | $5,336-78.1% | $5,150-77.3% | $12,270-90.5% |