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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 | $99,662 | $88,702+12.4% | $81,780+21.9% | $145,978-31.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.21% | 1029.12%-1022.9pp | 776.27%-770.1pp | 550.52%-544.3pp |
| Employer contribution / active EE | $2,574 | $3,084-16.6% | $2,914-11.7% | $4,662-44.8% |
| Participant deferral / active EE | $2,979 | $4,645-35.9% | $4,321-31.1% | $6,690-55.5% |
| Admin fee / account holder | $7,823 | $8,414-7.0% | $7,384+5.9% | $13,400-41.6% |