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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 | $70,933 | $68,097+4.2% | $62,929+12.7% | $137,256-48.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.79% | 1859.11%-1849.3pp | 1063.93%-1054.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $7,350 | $2,811+161.5% | $2,505+193.5% | $4,156+76.9% |
| Participant deferral / active EE | $17,750 | $4,553+289.9% | $3,888+356.5% | $6,407+177.0% |
| Admin fee / account holder | $503 | $6,521-92.3% | $5,065-90.1% | $12,270-95.9% |