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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 | $92,124 | $72,071+27.8% | $68,368+34.7% | $137,256-32.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.34% | 353.14%-343.8pp | 292.57%-283.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $3,923 | $2,788+40.7% | $2,649+48.1% | $4,156-5.6% |
| Participant deferral / active EE | $1,005 | $4,410-77.2% | $4,123-75.6% | $6,407-84.3% |
| Admin fee / account holder | $2,018 | $5,336-62.2% | $5,150-60.8% | $12,270-83.6% |