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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 | $196,979 | $88,815+121.8% | $81,882+140.6% | $145,897+35.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.52% | 1033.75%-1026.2pp | 779.47%-772.0pp | 552.29%-544.8pp |
| Employer contribution / active EE | $10,576 | $3,086+242.7% | $2,916+262.7% | $4,663+126.8% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $700 | $8,434-91.7% | $7,360-90.5% | $13,390-94.8% |