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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 | $83,890 | $88,815-5.5% | $81,882+2.5% | $145,897-42.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.49% | 1033.75%-1024.3pp | 779.47%-770.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $3,898 | $3,086+26.3% | $2,916+33.7% | $4,663-16.4% |
| Participant deferral / active EE | $7,043 | $4,647+51.6% | $4,323+62.9% | $6,689+5.3% |
| Admin fee / account holder | $2,638 | $8,434-68.7% | $7,360-64.1% | $13,390-80.3% |