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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 | $114,365 | $72,071+58.7% | $68,368+67.3% | $137,256-16.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.31% | 353.14%-342.8pp | 292.57%-282.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,109 | $2,788-60.2% | $2,649-58.1% | $4,156-73.3% |
| Participant deferral / active EE | $1,174 | $4,410-73.4% | $4,123-71.5% | $6,407-81.7% |
| Admin fee / account holder | $3,920 | $5,336-26.5% | $5,150-23.9% | $12,270-68.1% |