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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 | $70,146 | $88,702-20.9% | $81,780-14.2% | $145,978-51.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.77% | 1029.12%-1022.4pp | 776.27%-769.5pp | 550.52%-543.8pp |
| Employer contribution / active EE | $10,007 | $3,084+224.4% | $2,914+243.4% | $4,662+114.7% |
| Participant deferral / active EE | $5,223 | $4,645+12.4% | $4,321+20.9% | $6,690-21.9% |
| Admin fee / account holder | $63,860 | $8,414+658.9% | $7,384+764.9% | $13,400+376.6% |