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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 | $90,870 | $72,071+26.1% | $68,368+32.9% | $137,256-33.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.54% | 353.14%-342.6pp | 292.57%-282.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,101 | $2,788-24.6% | $2,649-20.7% | $4,156-49.4% |
| Participant deferral / active EE | $3,977 | $4,410-9.8% | $4,123-3.5% | $6,407-37.9% |
| Admin fee / account holder | $34,653 | $5,336+549.5% | $5,150+572.9% | $12,270+182.4% |