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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 | $52,985 | $88,815-40.3% | $81,882-35.3% | $145,897-63.7% |
| Participation rate | 93.8% | 75.1%+18.7pp | 72.4%+21.4pp | 80.3%+13.4pp |
| Annual return | 9.00% | 1033.75%-1024.7pp | 779.47%-770.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $6,780 | $3,086+119.7% | $2,916+132.5% | $4,663+45.4% |
| Participant deferral / active EE | $966 | $4,647-79.2% | $4,323-77.7% | $6,689-85.6% |
| Admin fee / account holder | $2,907 | $8,434-65.5% | $7,360-60.5% | $13,390-78.3% |