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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 | $104,753 | $70,366+48.9% | $66,674+57.1% | $138,895-24.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.91% | 386.41%-376.5pp | 321.24%-311.3pp | 145.39%-135.5pp |
| Employer contribution / active EE | $4,166 | $2,765+50.7% | $2,620+59.0% | $4,194-0.7% |
| Participant deferral / active EE | $7,904 | $4,374+80.7% | $4,084+93.5% | $6,396+23.6% |
| Admin fee / account holder | $724 | $5,262-86.2% | $5,098-85.8% | $12,562-94.2% |