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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 | $88,754+12.5% | $81,820+22.1% | $145,877-31.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.69% | 1031.77%-1023.1pp | 777.93%-769.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $2,190 | $3,085-29.0% | $2,915-24.9% | $4,663-53.0% |
| Participant deferral / active EE | $4,843 | $4,648+4.2% | $4,323+12.0% | $6,691-27.6% |
| Admin fee / account holder | $19,322 | $8,424+129.4% | $7,391+161.4% | $13,402+44.2% |