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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 | $158,712 | $202,342-21.6% | $172,752-8.1% | $152,897+3.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.74% | 1029.83%-1022.1pp | 802.97%-795.2pp | 345.43%-337.7pp |
| Employer contribution / active EE | $9,375 | $5,858+60.0% | $5,144+82.2% | $4,764+96.8% |
| Participant deferral / active EE | $9,000 | $5,948+51.3% | $5,198+73.2% | $5,851+53.8% |
| Admin fee / account holder | $2,204 | $17,111-87.1% | $13,955-84.2% | $11,599-81.0% |