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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 | $143,973 | $88,702+62.3% | $81,780+76.0% | $145,978-1.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.95% | 1029.12%-1021.2pp | 776.27%-768.3pp | 550.52%-542.6pp |
| Employer contribution / active EE | $8,950 | $3,084+190.2% | $2,914+207.2% | $4,662+92.0% |
| Participant deferral / active EE | $6,175 | $4,645+32.9% | $4,321+42.9% | $6,690-7.7% |
| Admin fee / account holder | $18,549 | $8,414+120.4% | $7,384+151.2% | $13,400+38.4% |