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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 | $99,444 | $99,017+0.4% | $86,587+14.8% | $147,585-32.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.31% | 1312.37%-1305.1pp | 964.86%-957.5pp | 578.56%-571.2pp |
| Employer contribution / active EE | $9,100 | $3,132+190.6% | $2,839+220.5% | $4,876+86.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $835 | $5,710-85.4% | $4,906-83.0% | $10,885-92.3% |