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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 | $63,124 | $88,815-28.9% | $81,882-22.9% | $145,897-56.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.42% | 1033.75%-1026.3pp | 779.47%-772.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $4,809 | $3,086+55.8% | $2,916+64.9% | $4,663+3.1% |
| Participant deferral / active EE | $12,471 | $4,647+168.4% | $4,323+188.5% | $6,689+86.4% |
| Admin fee / account holder | $123,440 | $8,434+1363.5% | $7,360+1577.3% | $13,390+821.9% |