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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 | $100,399 | $88,702+13.2% | $81,780+22.8% | $145,978-31.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.07% | 1029.12%-1021.1pp | 776.27%-768.2pp | 550.52%-542.4pp |
| Employer contribution / active EE | $642 | $3,084-79.2% | $2,914-78.0% | $4,662-86.2% |
| Participant deferral / active EE | $17,300 | $4,645+272.4% | $4,321+300.4% | $6,690+158.6% |
| Admin fee / account holder | $122,354 | $8,414+1354.1% | $7,384+1557.1% | $13,400+813.1% |