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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 | $105,689 | $90,614+16.6% | $76,089+38.9% | $145,877-27.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 5.84% | 623.80%-618.0pp | 360.94%-355.1pp | 551.28%-545.4pp |
| Employer contribution / active EE | $6,368 | $3,324+91.5% | $2,690+136.7% | $4,663+36.6% |
| Participant deferral / active EE | $15,250 | $5,168+195.1% | $4,259+258.0% | $6,691+127.9% |
| Admin fee / account holder | $856 | $8,376-89.8% | $6,418-86.7% | $13,402-93.6% |