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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 | $90,702 | $124,175-27.0% | $108,405-16.3% | $167,536-45.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.51% | 1380.13%-1371.6pp | 905.55%-897.0pp | 478.82%-470.3pp |
| Employer contribution / active EE | $10,021 | $4,188+139.3% | $3,559+181.6% | $4,839+107.1% |
| Participant deferral / active EE | $7,505 | $6,908+8.6% | $6,563+14.3% | $6,342+18.3% |
| Admin fee / account holder | $3,779 | $9,457-60.0% | $7,297-48.2% | $12,315-69.3% |