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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 | $90,530+16.7% | $76,030+39.0% | $145,897-27.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 5.84% | 625.08%-619.2pp | 361.54%-355.7pp | 552.29%-546.4pp |
| Employer contribution / active EE | $6,368 | $3,319+91.8% | $2,688+136.9% | $4,663+36.6% |
| Participant deferral / active EE | $15,250 | $5,164+195.3% | $4,257+258.2% | $6,689+128.0% |
| Admin fee / account holder | $856 | $8,383-89.8% | $6,421-86.7% | $13,390-93.6% |