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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 | $88,702+12.2% | $81,780+21.7% | $145,978-31.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.19% | 1029.12%-1019.9pp | 776.27%-767.1pp | 550.52%-541.3pp |
| Employer contribution / active EE | $2,243 | $3,084-27.3% | $2,914-23.0% | $4,662-51.9% |
| Participant deferral / active EE | $10,948 | $4,645+135.7% | $4,321+153.4% | $6,690+63.7% |
| Admin fee / account holder | $2,361 | $8,414-71.9% | $7,384-68.0% | $13,400-82.4% |