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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 | $114,989 | $88,778+29.5% | $81,844+40.5% | $145,884-21.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.02% | 1033.03%-1028.0pp | 778.87%-773.9pp | 551.85%-546.8pp |
| Employer contribution / active EE | $3,051 | $3,087-1.2% | $2,916+4.6% | $4,662-34.6% |
| Participant deferral / active EE | $8,530 | $4,648+83.5% | $4,323+97.3% | $6,690+27.5% |
| Admin fee / account holder | $36,311 | $8,430+330.7% | $7,355+393.7% | $13,392+171.1% |