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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 | $99,953 | $88,754+12.6% | $81,820+22.2% | $145,877-31.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.95% | 1031.77%-1024.8pp | 777.93%-771.0pp | 551.28%-544.3pp |
| Employer contribution / active EE | $6,588 | $3,085+113.5% | $2,915+126.0% | $4,663+41.3% |
| Participant deferral / active EE | $7,525 | $4,648+61.9% | $4,323+74.1% | $6,691+12.5% |
| Admin fee / account holder | $16,498 | $8,424+95.9% | $7,391+123.2% | $13,402+23.1% |