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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 | $105,637 | $88,778+19.0% | $81,844+29.1% | $145,884-27.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.84% | 1033.03%-1025.2pp | 778.87%-771.0pp | 551.85%-544.0pp |
| Employer contribution / active EE | $1,297 | $3,087-58.0% | $2,916-55.5% | $4,662-72.2% |
| Participant deferral / active EE | $2,618 | $4,648-43.7% | $4,323-39.4% | $6,690-60.9% |
| Admin fee / account holder | $1,224 | $8,430-85.5% | $7,355-83.4% | $13,392-90.9% |