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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 | $95,755 | $102,595-6.7% | $94,057+1.8% | $154,746-38.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.14% | 583.42%-573.3pp | 480.62%-470.5pp | 172.34%-162.2pp |
| Employer contribution / active EE | $6,401 | $3,147+103.4% | $2,933+118.2% | $4,379+46.2% |
| Participant deferral / active EE | $2,789 | $5,118-45.5% | $4,709-40.8% | $6,730-58.6% |
| Admin fee / account holder | $915 | $7,736-88.2% | $7,244-87.4% | $14,365-93.6% |