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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 | $116,962 | $88,702+31.9% | $81,780+43.0% | $145,978-19.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.27% | 1029.12%-1019.8pp | 776.27%-767.0pp | 550.52%-541.2pp |
| Employer contribution / active EE | $4,000 | $3,084+29.7% | $2,914+37.3% | $4,662-14.2% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,455 | $8,414-82.7% | $7,384-80.3% | $13,400-89.1% |