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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 | $110,433 | $73,421+50.4% | $66,439+66.2% | $155,188-28.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 6.88% | 1382.37%-1375.5pp | 757.66%-750.8pp | 148.84%-142.0pp |
| Employer contribution / active EE | $858 | $3,039-71.8% | $2,637-67.5% | $4,248-79.8% |
| Participant deferral / active EE | $2,543 | $4,680-45.7% | $3,876-34.4% | $6,531-61.1% |
| Admin fee / account holder | $2,979 | $8,856-66.4% | $6,173-51.8% | $14,480-79.4% |