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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 | $73,107 | $68,097+7.4% | $62,929+16.2% | $137,256-46.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 4.53% | 1859.11%-1854.6pp | 1063.93%-1059.4pp | 220.34%-215.8pp |
| Employer contribution / active EE | $10,553 | $2,811+275.4% | $2,505+321.3% | $4,156+153.9% |
| Participant deferral / active EE | $10,037 | $4,553+120.5% | $3,888+158.1% | $6,407+56.7% |
| Admin fee / account holder | $119,920 | $6,521+1738.9% | $5,065+2267.8% | $12,270+877.3% |