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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 | $87,264 | $72,071+21.1% | $68,368+27.6% | $137,256-36.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.74% | 353.14%-342.4pp | 292.57%-281.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,500 | $2,788-10.3% | $2,649-5.6% | $4,156-39.8% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,675 | $5,336-68.6% | $5,150-67.5% | $12,270-86.4% |