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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 | $112,896 | $76,368+47.8% | $67,681+66.8% | $154,746-27.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 7.31% | 1066.77%-1059.5pp | 590.58%-583.3pp | 172.34%-165.0pp |
| Employer contribution / active EE | $5,490 | $3,151+74.2% | $2,678+105.0% | $4,379+25.4% |
| Participant deferral / active EE | $3,660 | $4,824-24.1% | $3,976-7.9% | $6,730-45.6% |
| Admin fee / account holder | $7,324 | $8,559-14.4% | $6,100+20.1% | $14,365-49.0% |