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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 | $32,112 | $109,872-70.8% | $98,483-67.4% | $167,536-80.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.51% | 1959.31%-1951.8pp | 1494.38%-1486.9pp | 478.82%-471.3pp |
| Employer contribution / active EE | $3,656 | $3,225+13.4% | $2,961+23.5% | $4,839-24.4% |
| Participant deferral / active EE | $9,278 | $4,673+98.5% | $4,276+116.9% | $6,342+46.3% |
| Admin fee / account holder | $12,580 | $6,757+86.2% | $5,953+111.3% | $12,315+2.2% |