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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 | $65,757 | $88,710-25.9% | $81,783-19.6% | $145,959-54.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.28% | 1027.26%-1018.0pp | 775.05%-765.8pp | 561.95%-552.7pp |
| Employer contribution / active EE | $9,087 | $3,083+194.7% | $2,913+212.0% | $4,661+95.0% |
| Participant deferral / active EE | $3,543 | $4,645-23.7% | $4,320-18.0% | $6,689-47.0% |
| Admin fee / account holder | $638 | $8,407-92.4% | $7,380-91.4% | $13,398-95.2% |