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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 | $98,194 | $144,130-31.9% | $117,860-16.7% | $147,585-33.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.94% | 531.20%-523.3pp | 335.10%-327.2pp | 578.58%-570.6pp |
| Employer contribution / active EE | $2,349 | $4,897-52.0% | $3,786-38.0% | $4,876-51.8% |
| Participant deferral / active EE | $2,516 | $5,316-52.7% | $4,482-43.9% | $5,439-53.7% |
| Admin fee / account holder | $88,746 | $10,887+715.2% | $8,021+1006.5% | $10,886+715.3% |