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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 | $87,044 | $72,071+20.8% | $68,368+27.3% | $137,256-36.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.72% | 353.14%-343.4pp | 292.57%-282.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $6,322 | $2,788+126.7% | $2,649+138.6% | $4,156+52.1% |
| Participant deferral / active EE | $4,283 | $4,410-2.9% | $4,123+3.9% | $6,407-33.2% |
| Admin fee / account holder | $505 | $5,336-90.5% | $5,150-90.2% | $12,270-95.9% |