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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 | $34,181 | $99,011-65.5% | $86,582-60.5% | $147,586-76.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.10% | 1312.75%-1304.6pp | 965.08%-957.0pp | 578.59%-570.5pp |
| Employer contribution / active EE | $3,098 | $3,132-1.1% | $2,839+9.1% | $4,876-36.5% |
| Participant deferral / active EE | $4,524 | $3,972+13.9% | $3,609+25.4% | $5,439-16.8% |
| Admin fee / account holder | $17,248 | $5,709+202.1% | $4,904+251.7% | $10,886+58.4% |