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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 | $82,495 | $102,595-19.6% | $94,057-12.3% | $154,746-46.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.13% | 583.42%-573.3pp | 480.62%-470.5pp | 172.34%-162.2pp |
| Employer contribution / active EE | $16,707 | $3,147+430.8% | $2,933+469.6% | $4,379+281.5% |
| Participant deferral / active EE | $3,166 | $5,118-38.1% | $4,709-32.8% | $6,730-53.0% |
| Admin fee / account holder | $31,811 | $7,736+311.2% | $7,244+339.1% | $14,365+121.4% |