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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 | $122,518 | $88,710+38.1% | $81,783+49.8% | $145,959-16.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.07% | 1027.26%-1018.2pp | 775.05%-766.0pp | 561.95%-552.9pp |
| Employer contribution / active EE | $3,249 | $3,083+5.4% | $2,913+11.6% | $4,661-30.3% |
| Participant deferral / active EE | $5,654 | $4,645+21.7% | $4,320+30.9% | $6,689-15.5% |
| Admin fee / account holder | $550 | $8,407-93.5% | $7,380-92.5% | $13,398-95.9% |