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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 | $57,634 | $114,093-49.5% | $96,171-40.1% | $167,536-65.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.25% | 190.00%-181.8pp | 192.04%-183.8pp | 478.82%-470.6pp |
| Employer contribution / active EE | $6,496 | $3,429+89.4% | $2,799+132.1% | $4,839+34.2% |
| Participant deferral / active EE | $3,762 | $5,197-27.6% | $4,350-13.5% | $6,342-40.7% |
| Admin fee / account holder | $45,402 | $6,899+558.1% | $5,538+719.8% | $12,315+268.7% |