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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 | $99,539 | $88,778+12.1% | $81,844+21.6% | $145,884-31.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.19% | 1033.03%-1023.8pp | 778.87%-769.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $2,243 | $3,087-27.3% | $2,916-23.1% | $4,662-51.9% |
| Participant deferral / active EE | $10,948 | $4,648+135.5% | $4,323+153.2% | $6,690+63.7% |
| Admin fee / account holder | $2,361 | $8,430-72.0% | $7,355-67.9% | $13,392-82.4% |