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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 | $20,997 | $99,011-78.8% | $86,582-75.7% | $147,586-85.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.85% | 1312.75%-1306.9pp | 965.08%-959.2pp | 578.59%-572.7pp |
| Employer contribution / active EE | $4,350 | $3,132+38.9% | $2,839+53.2% | $4,876-10.8% |
| Participant deferral / active EE | $2,341 | $3,972-41.1% | $3,609-35.1% | $5,439-57.0% |
| Admin fee / account holder | $10,187 | $5,709+78.4% | $4,904+107.7% | $10,886-6.4% |