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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 | $22,716 | $99,031-77.1% | $86,597-73.8% | $147,585-84.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.77% | 1312.56%-1304.8pp | 964.96%-957.2pp | 578.57%-570.8pp |
| Employer contribution / active EE | $6,462 | $3,132+106.3% | $2,840+127.6% | $4,876+32.5% |
| Participant deferral / active EE | $5,162 | $3,972+29.9% | $3,609+43.0% | $5,439-5.1% |
| Admin fee / account holder | $17,707 | $5,711+210.1% | $4,906+260.9% | $10,885+62.7% |