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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 | $76,466 | $99,031-22.8% | $86,597-11.7% | $147,585-48.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.32% | 1312.56%-1304.2pp | 964.96%-956.6pp | 578.57%-570.3pp |
| Employer contribution / active EE | $11,040 | $3,132+252.5% | $2,840+288.8% | $4,876+126.4% |
| Participant deferral / active EE | $8,050 | $3,972+102.7% | $3,609+123.1% | $5,439+48.0% |
| Admin fee / account holder | $805 | $5,711-85.9% | $4,906-83.6% | $10,885-92.6% |