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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 | $183,737 | $156,970+17.1% | $121,210+51.6% | $139,487+31.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.47% | 1477.10%-1469.6pp | 987.41%-979.9pp | 373.84%-366.4pp |
| Employer contribution / active EE | $2,364 | $5,546-57.4% | $4,171-43.3% | $4,755-50.3% |
| Participant deferral / active EE | $6,700 | $4,849+38.2% | $4,084+64.1% | $6,713-0.2% |
| Admin fee / account holder | $7,028 | $6,947+1.2% | $5,647+24.4% | $11,407-38.4% |