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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 | $77,968 | $106,008-26.5% | $92,240-15.5% | $147,586-47.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.25% | 50.05%-41.8pp | 176.29%-168.0pp | 578.59%-570.3pp |
| Employer contribution / active EE | $2,941 | $4,333-32.1% | $3,680-20.1% | $4,876-39.7% |
| Participant deferral / active EE | $3,057 | $4,478-31.7% | $3,897-21.5% | $5,439-43.8% |
| Admin fee / account holder | $1,028 | $6,333-83.8% | $5,194-80.2% | $10,886-90.6% |