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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 | $139,363 | $72,071+93.4% | $68,368+103.8% | $137,256+1.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.01% | 353.14%-344.1pp | 292.57%-283.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $9,152 | $2,788+228.3% | $2,649+245.5% | $4,156+120.2% |
| Participant deferral / active EE | $10,797 | $4,410+144.8% | $4,123+161.9% | $6,407+68.5% |
| Admin fee / account holder | $1,388 | $5,336-74.0% | $5,150-73.1% | $12,270-88.7% |