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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 | $85,991 | $72,071+19.3% | $68,368+25.8% | $137,256-37.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.54% | 353.14%-340.6pp | 292.57%-280.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $23,341 | $2,788+737.2% | $2,649+781.2% | $4,156+461.6% |
| Participant deferral / active EE | $12,311 | $4,410+179.2% | $4,123+198.6% | $6,407+92.1% |
| Admin fee / account holder | $23,412 | $5,336+338.8% | $5,150+354.6% | $12,270+90.8% |