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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 | $107,419 | $88,754+21.0% | $81,820+31.3% | $145,877-26.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.34% | 1031.77%-1022.4pp | 777.93%-768.6pp | 551.28%-541.9pp |
| Employer contribution / active EE | $4,961 | $3,085+60.8% | $2,915+70.2% | $4,663+6.4% |
| Participant deferral / active EE | $3,629 | $4,648-21.9% | $4,323-16.1% | $6,691-45.8% |
| Admin fee / account holder | $1,411 | $8,424-83.3% | $7,391-80.9% | $13,402-89.5% |