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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 | $75,861 | $99,009-23.4% | $86,581-12.4% | $147,585-48.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.73% | 1312.70%-1305.0pp | 965.06%-957.3pp | 578.58%-570.9pp |
| Employer contribution / active EE | $7,123 | $3,132+127.4% | $2,840+150.8% | $4,876+46.1% |
| Participant deferral / active EE | $3,561 | $3,972-10.3% | $3,609-1.3% | $5,439-34.5% |
| Admin fee / account holder | $27,791 | $5,709+386.8% | $4,904+466.7% | $10,886+155.3% |