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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 | $99,882 | $88,815+12.5% | $81,882+22.0% | $145,897-31.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.69% | 1033.75%-1025.1pp | 779.47%-770.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $2,190 | $3,086-29.0% | $2,916-24.9% | $4,663-53.0% |
| Participant deferral / active EE | $4,843 | $4,647+4.2% | $4,323+12.0% | $6,689-27.6% |
| Admin fee / account holder | $19,322 | $8,434+129.1% | $7,360+162.5% | $13,390+44.3% |