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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 | $110,433 | $76,368+44.6% | $67,681+63.2% | $154,746-28.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 6.88% | 1066.77%-1059.9pp | 590.58%-583.7pp | 172.34%-165.5pp |
| Employer contribution / active EE | $858 | $3,151-72.8% | $2,678-68.0% | $4,379-80.4% |
| Participant deferral / active EE | $2,543 | $4,824-47.3% | $3,976-36.0% | $6,730-62.2% |
| Admin fee / account holder | $2,979 | $8,559-65.2% | $6,100-51.2% | $14,365-79.3% |