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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 | $72,071+32.9% | $68,368+40.1% | $137,256-30.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.14% | 353.14%-343.0pp | 292.57%-282.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $6,401 | $2,788+129.6% | $2,649+141.6% | $4,156+54.0% |
| Participant deferral / active EE | $2,789 | $4,410-36.8% | $4,123-32.4% | $6,407-56.5% |
| Admin fee / account holder | $915 | $5,336-82.8% | $5,150-82.2% | $12,270-92.5% |