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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 | $149,694 | $88,710+68.7% | $81,783+83.0% | $145,959+2.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.61% | 1027.26%-1021.6pp | 775.05%-769.4pp | 561.95%-556.3pp |
| Employer contribution / active EE | $3,333 | $3,083+8.1% | $2,913+14.4% | $4,661-28.5% |
| Participant deferral / active EE | $6,500 | $4,645+39.9% | $4,320+50.5% | $6,689-2.8% |
| Admin fee / account holder | $1,595 | $8,407-81.0% | $7,380-78.4% | $13,398-88.1% |