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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 | $106,763 | $72,446+47.4% | $67,561+58.0% | $145,877-26.8% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 6.25% | 7211.98%-7205.7pp | 3525.44%-3519.2pp | 551.28%-545.0pp |
| Employer contribution / active EE | $14,483 | $3,072+371.4% | $2,735+429.6% | $4,663+210.6% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $47,244 | $5,541+752.6% | $4,006+1079.5% | $13,402+252.5% |