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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 | $112,711 | $106,008+6.3% | $92,240+22.2% | $147,586-23.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.54% | 50.05%-43.5pp | 176.29%-169.8pp | 578.59%-572.1pp |
| Employer contribution / active EE | $4,666 | $4,333+7.7% | $3,680+26.8% | $4,876-4.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,981 | $6,333-52.9% | $5,194-42.6% | $10,886-72.6% |