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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 | $86,281 | $88,754-2.8% | $81,820+5.5% | $145,877-40.9% |
| Participation rate | 73.3% | 75.1%-1.7pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 8.52% | 1031.77%-1023.2pp | 777.93%-769.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $4,204 | $3,085+36.3% | $2,915+44.2% | $4,663-9.8% |
| Participant deferral / active EE | $2,563 | $4,648-44.8% | $4,323-40.7% | $6,691-61.7% |
| Admin fee / account holder | $1,588 | $8,424-81.1% | $7,391-78.5% | $13,402-88.2% |