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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 | $70,317 | $106,005-33.7% | $92,239-23.8% | $147,585-52.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.01% | 50.05%-41.0pp | 176.29%-167.3pp | 578.58%-569.6pp |
| Employer contribution / active EE | $10,338 | $4,333+138.6% | $3,680+180.9% | $4,876+112.0% |
| Participant deferral / active EE | $5,956 | $4,478+33.0% | $3,897+52.8% | $5,439+9.5% |
| Admin fee / account holder | $49,301 | $6,333+678.5% | $5,194+849.2% | $10,886+352.9% |