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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 | $91,723 | $72,071+27.3% | $68,368+34.2% | $137,256-33.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.62% | 353.14%-341.5pp | 292.57%-281.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $6,074 | $2,788+117.9% | $2,649+129.3% | $4,156+46.1% |
| Participant deferral / active EE | $6,405 | $4,410+45.2% | $4,123+55.4% | $6,4070% |
| Admin fee / account holder | $22,096 | $5,336+314.1% | $5,150+329.1% | $12,270+80.1% |