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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 | $74,056 | $202,342-63.4% | $172,752-57.1% | $152,897-51.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.48% | 1029.83%-1020.3pp | 802.97%-793.5pp | 345.43%-335.9pp |
| Employer contribution / active EE | $3,871 | $5,858-33.9% | $5,144-24.8% | $4,764-18.7% |
| Participant deferral / active EE | $6,000 | $5,948+0.9% | $5,198+15.4% | $5,851+2.5% |
| Admin fee / account holder | $873 | $17,111-94.9% | $13,955-93.7% | $11,599-92.5% |