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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 | $71,319 | $99,031-28.0% | $86,597-17.6% | $147,585-51.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.10% | 1312.56%-1304.5pp | 964.96%-956.9pp | 578.57%-570.5pp |
| Employer contribution / active EE | $12,255 | $3,132+291.3% | $2,840+331.6% | $4,876+151.3% |
| Participant deferral / active EE | $5,032 | $3,972+26.7% | $3,609+39.4% | $5,439-7.5% |
| Admin fee / account holder | $2,220 | $5,711-61.1% | $4,906-54.7% | $10,885-79.6% |