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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 | $88,710-28.8% | $81,783-22.8% | $145,959-56.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.42% | 1027.26%-1019.8pp | 775.05%-767.6pp | 561.95%-554.5pp |
| Employer contribution / active EE | $4,809 | $3,083+56.0% | $2,913+65.1% | $4,661+3.2% |
| Participant deferral / active EE | $12,471 | $4,645+168.5% | $4,320+188.7% | $6,689+86.5% |
| Admin fee / account holder | $123,440 | $8,407+1368.3% | $7,380+1572.6% | $13,398+821.3% |