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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 | $76,501 | $107,941-29.1% | $91,994-16.8% | $152,897-50.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 10.88% | 89.28%-78.4pp | 69.04%-58.2pp | 345.43%-334.5pp |
| Employer contribution / active EE | $10,652 | $4,212+152.9% | $3,453+208.5% | $4,764+123.6% |
| Participant deferral / active EE | $5,521 | $6,366-13.3% | $5,924-6.8% | $5,851-5.6% |
| Admin fee / account holder | $720 | $10,521-93.2% | $7,744-90.7% | $11,599-93.8% |