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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 | $81,966 | $88,778-7.7% | $81,844+0.1% | $145,884-43.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.89% | 1033.03%-1025.1pp | 778.87%-771.0pp | 551.85%-544.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,759 | $4,648+66.9% | $4,323+79.5% | $6,690+16.0% |
| Admin fee / account holder | $20,093 | $8,430+138.3% | $7,355+173.2% | $13,392+50.0% |