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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 | $88,970 | $88,754+0.2% | $81,820+8.7% | $145,877-39.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.40% | 1031.77%-1022.4pp | 777.93%-768.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $4,455 | $3,085+44.4% | $2,915+52.8% | $4,663-4.5% |
| Participant deferral / active EE | $9,451 | $4,648+103.3% | $4,323+118.6% | $6,691+41.3% |
| Admin fee / account holder | $12,068 | $8,424+43.3% | $7,391+63.3% | $13,402-10.0% |