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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 | $141,211 | $88,815+59.0% | $81,882+72.5% | $145,897-3.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.02% | 1033.75%-1025.7pp | 779.47%-771.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $8,313 | $3,086+169.3% | $2,916+185.1% | $4,663+78.3% |
| Participant deferral / active EE | $13,163 | $4,647+183.2% | $4,323+204.5% | $6,689+96.8% |
| Admin fee / account holder | $3,324 | $8,434-60.6% | $7,360-54.8% | $13,390-75.2% |