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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 | $83,984 | $88,702-5.3% | $81,780+2.7% | $145,978-42.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.45% | 1029.12%-1024.7pp | 776.27%-771.8pp | 550.52%-546.1pp |
| Employer contribution / active EE | $10,370 | $3,084+236.2% | $2,914+255.9% | $4,662+122.5% |
| Participant deferral / active EE | $1,950 | $4,645-58.0% | $4,321-54.9% | $6,690-70.9% |
| Admin fee / account holder | $3,623 | $8,414-56.9% | $7,384-50.9% | $13,400-73.0% |