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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 | $97,138 | $72,071+34.8% | $68,368+42.1% | $137,256-29.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.94% | 353.14%-340.2pp | 292.57%-279.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $13,545 | $2,788+385.8% | $2,649+411.3% | $4,156+225.9% |
| Participant deferral / active EE | $17,910 | $4,410+306.1% | $4,123+334.4% | $6,407+179.5% |
| Admin fee / account holder | $27,946 | $5,336+423.8% | $5,150+442.7% | $12,270+127.8% |