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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 | $88,799 | $73,546+20.7% | $63,018+40.9% | $147,586-39.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.51% | 175.56%-168.1pp | 87.62%-80.1pp | 578.59%-571.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,865 | $4,185+16.2% | $3,330+46.1% | $5,439-10.6% |
| Admin fee / account holder | $42,242 | $5,956+609.3% | $3,601+1073.2% | $10,886+288.0% |