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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 | $97,486 | $111,535-12.6% | $105,223-7.4% | $137,256-29.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.73% | 237.85%-228.1pp | 180.65%-170.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $4,000 | $3,939+1.5% | $3,689+8.4% | $4,156-3.8% |
| Participant deferral / active EE | $9,310 | $5,500+69.3% | $5,072+83.6% | $6,407+45.3% |
| Admin fee / account holder | $57,762 | $9,721+494.2% | $8,859+552.0% | $12,270+370.7% |