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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 | $96,739 | $88,815+8.9% | $81,882+18.1% | $145,897-33.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.56% | 1033.75%-1026.2pp | 779.47%-771.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $2,650 | $3,086-14.1% | $2,916-9.1% | $4,663-43.2% |
| Participant deferral / active EE | $10,655 | $4,647+129.3% | $4,323+146.5% | $6,689+59.3% |
| Admin fee / account holder | $67,937 | $8,434+705.5% | $7,360+823.1% | $13,390+407.4% |