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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 | $132,825 | $115,917+14.6% | $100,535+32.1% | $158,982-16.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.99% | 34.80%-28.8pp | 30.90%-24.9pp | 302.99%-297.0pp |
| Employer contribution / active EE | $750 | $4,105-81.7% | $3,419-78.1% | $4,763-84.3% |
| Participant deferral / active EE | $9,667 | $6,677+44.8% | $6,271+54.1% | $5,983+61.6% |
| Admin fee / account holder | $200,000 | $11,002+1717.9% | $8,085+2373.9% | $11,252+1677.5% |