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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 | $116,622 | $88,778+31.4% | $81,844+42.5% | $145,884-20.1% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 7.92% | 1033.03%-1025.1pp | 778.87%-771.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,195 | $4,648-9.7% | $4,323-3.0% | $6,690-37.3% |
| Admin fee / account holder | $63,542 | $8,430+653.7% | $7,355+763.9% | $13,392+374.5% |