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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 | $116,730 | $72,071+62.0% | $68,368+70.7% | $137,256-15.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 6.95% | 353.14%-346.2pp | 292.57%-285.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $2,222 | $2,788-20.3% | $2,649-16.1% | $4,156-46.5% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,662 | $5,336-31.4% | $5,150-28.9% | $12,270-70.2% |