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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 | $37,256 | $99,011-62.4% | $86,582-57.0% | $147,586-74.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.32% | 1312.75%-1304.4pp | 965.08%-956.8pp | 578.59%-570.3pp |
| Employer contribution / active EE | $4,017 | $3,132+28.2% | $2,839+41.5% | $4,876-17.6% |
| Participant deferral / active EE | $9,526 | $3,972+139.8% | $3,609+164.0% | $5,439+75.2% |
| Admin fee / account holder | $7,316 | $5,709+28.2% | $4,904+49.2% | $10,886-32.8% |