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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 | $81,614 | $88,754-8.0% | $81,820-0.3% | $145,877-44.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.10% | 1031.77%-1022.7pp | 777.93%-768.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $2,701 | $3,085-12.4% | $2,915-7.3% | $4,663-42.1% |
| Participant deferral / active EE | $6,928 | $4,648+49.1% | $4,323+60.3% | $6,691+3.6% |
| Admin fee / account holder | $493 | $8,424-94.1% | $7,391-93.3% | $13,402-96.3% |