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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 | $83,984 | $88,815-5.4% | $81,882+2.6% | $145,897-42.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.45% | 1033.75%-1029.3pp | 779.47%-775.0pp | 552.29%-547.8pp |
| Employer contribution / active EE | $10,370 | $3,086+236.0% | $2,916+255.6% | $4,663+122.4% |
| Participant deferral / active EE | $1,950 | $4,647-58.0% | $4,323-54.9% | $6,689-70.8% |
| Admin fee / account holder | $3,623 | $8,434-57.0% | $7,360-50.8% | $13,390-72.9% |