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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 | $72,546 | $96,419-24.8% | $80,648-10.0% | $139,487-48.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 8.40% | 1352.86%-1344.5pp | 937.21%-928.8pp | 373.84%-365.4pp |
| Employer contribution / active EE | $4,860 | $3,261+49.0% | $2,724+78.5% | $4,755+2.2% |
| Participant deferral / active EE | $3,140 | $5,225-39.9% | $4,443-29.3% | $6,713-53.2% |
| Admin fee / account holder | $3,283 | $6,605-50.3% | $5,382-39.0% | $11,407-71.2% |