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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 | $88,702-40.3% | $81,780-35.2% | $145,978-63.7% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.4%+21.4pp | 80.3%+13.5pp |
| Annual return | 9.00% | 1029.12%-1020.1pp | 776.27%-767.3pp | 550.52%-541.5pp |
| Employer contribution / active EE | $6,780 | $3,084+119.8% | $2,914+132.7% | $4,662+45.4% |
| Participant deferral / active EE | $966 | $4,645-79.2% | $4,321-77.6% | $6,690-85.6% |
| Admin fee / account holder | $2,907 | $8,414-65.4% | $7,384-60.6% | $13,400-78.3% |