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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 | $133,856 | $72,403+84.9% | $67,524+98.2% | $145,978-8.3% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 7.49% | 7197.23%-7189.7pp | 3519.41%-3511.9pp | 550.52%-543.0pp |
| Employer contribution / active EE | $6,752 | $3,072+119.8% | $2,734+147.0% | $4,662+44.8% |
| Participant deferral / active EE | $880 | $4,782-81.6% | $4,001-78.0% | $6,690-86.8% |
| Admin fee / account holder | $1,288 | $5,541-76.8% | $4,001-67.8% | $13,400-90.4% |