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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 | $103,733 | $88,710+16.9% | $81,783+26.8% | $145,959-28.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.11% | 1027.26%-1018.1pp | 775.05%-765.9pp | 561.95%-552.8pp |
| Employer contribution / active EE | $2,152 | $3,083-30.2% | $2,913-26.1% | $4,661-53.8% |
| Participant deferral / active EE | $4,306 | $4,645-7.3% | $4,320-0.3% | $6,689-35.6% |
| Admin fee / account holder | $1,346 | $8,407-84.0% | $7,380-81.8% | $13,398-90.0% |