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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 | $129,022 | $88,778+45.3% | $81,844+57.6% | $145,884-11.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.87% | 1033.03%-1024.2pp | 778.87%-770.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $8,206 | $3,087+165.8% | $2,916+181.4% | $4,662+76.0% |
| Participant deferral / active EE | $17,479 | $4,648+276.0% | $4,323+304.3% | $6,690+161.3% |
| Admin fee / account holder | $7,410 | $8,430-12.1% | $7,355+0.7% | $13,392-44.7% |