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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 | $107,867 | $90,614+19.0% | $76,089+41.8% | $145,877-26.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.13% | 623.80%-616.7pp | 360.94%-353.8pp | 551.28%-544.2pp |
| Employer contribution / active EE | $14,538 | $3,324+337.3% | $2,690+440.4% | $4,663+211.8% |
| Participant deferral / active EE | $9,007 | $5,168+74.3% | $4,259+111.5% | $6,691+34.6% |
| Admin fee / account holder | $21,630 | $8,376+158.2% | $6,418+237.0% | $13,402+61.4% |