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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 | $80,112 | $202,342-60.4% | $172,752-53.6% | $152,897-47.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.76% | 1029.83%-1022.1pp | 802.97%-795.2pp | 345.43%-337.7pp |
| Employer contribution / active EE | $9,685 | $5,858+65.3% | $5,144+88.3% | $4,764+103.3% |
| Participant deferral / active EE | $11,419 | $5,948+92.0% | $5,198+119.7% | $5,851+95.2% |
| Admin fee / account holder | $8,565 | $17,111-49.9% | $13,955-38.6% | $11,599-26.2% |