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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 | $132,488 | $88,710+49.3% | $81,783+62.0% | $145,959-9.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.90% | 1027.26%-1019.4pp | 775.05%-767.2pp | 561.95%-554.1pp |
| Employer contribution / active EE | $9,306 | $3,083+201.8% | $2,913+219.5% | $4,661+99.7% |
| Participant deferral / active EE | $6,941 | $4,645+49.4% | $4,320+60.7% | $6,689+3.8% |
| Admin fee / account holder | $3,632 | $8,407-56.8% | $7,380-50.8% | $13,398-72.9% |