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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 | $73,919 | $202,342-63.5% | $172,752-57.2% | $152,897-51.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.67% | 1029.83%-1023.2pp | 802.97%-796.3pp | 345.43%-338.8pp |
| Employer contribution / active EE | $6,806 | $5,858+16.2% | $5,144+32.3% | $4,764+42.9% |
| Participant deferral / active EE | $3,868 | $5,948-35.0% | $5,198-25.6% | $5,851-33.9% |
| Admin fee / account holder | $128,805 | $17,111+652.8% | $13,955+823.0% | $11,599+1010.4% |