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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 | $80,663 | $72,071+11.9% | $68,368+18.0% | $137,256-41.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.69% | 353.14%-344.5pp | 292.57%-283.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $2,485 | $2,788-10.9% | $2,649-6.2% | $4,156-40.2% |
| Participant deferral / active EE | $30,450 | $4,410+590.5% | $4,123+638.6% | $6,407+375.3% |
| Admin fee / account holder | $669 | $5,336-87.5% | $5,150-87.0% | $12,270-94.5% |