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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 | $155,760 | $100,895+54.4% | $90,430+72.2% | $158,950-2.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.72% | 1725.54%-1722.8pp | 1293.73%-1291.0pp | 302.91%-300.2pp |
| Employer contribution / active EE | $7,127 | $3,689+93.2% | $3,262+118.5% | $4,762+49.7% |
| Participant deferral / active EE | $3,786 | $4,347-12.9% | $3,963-4.5% | $5,983-36.7% |
| Admin fee / account holder | $8,021 | $6,505+23.3% | $5,613+42.9% | $11,248-28.7% |