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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 | $88,710-8.0% | $81,783-0.2% | $145,959-44.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.10% | 1027.26%-1018.2pp | 775.05%-765.9pp | 561.95%-552.8pp |
| Employer contribution / active EE | $2,701 | $3,083-12.4% | $2,913-7.3% | $4,661-42.0% |
| Participant deferral / active EE | $6,928 | $4,645+49.2% | $4,320+60.4% | $6,689+3.6% |
| Admin fee / account holder | $493 | $8,407-94.1% | $7,380-93.3% | $13,398-96.3% |