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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 | $234,308 | $88,702+164.2% | $81,780+186.5% | $145,978+60.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.39% | 1029.12%-1022.7pp | 776.27%-769.9pp | 550.52%-544.1pp |
| Employer contribution / active EE | $6,542 | $3,084+112.1% | $2,914+124.5% | $4,662+40.3% |
| Participant deferral / active EE | $6,542 | $4,645+40.8% | $4,321+51.4% | $6,690-2.2% |
| Admin fee / account holder | $9,063 | $8,414+7.7% | $7,384+22.7% | $13,400-32.4% |