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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 | $47,608 | $175,257-72.8% | $149,717-68.2% | $139,456-65.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.65% | 166.70%-159.0pp | 134.41%-126.8pp | 373.45%-365.8pp |
| Employer contribution / active EE | $24,191 | $5,477+341.7% | $4,820+401.9% | $4,753+409.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $110,724 | $16,156+585.4% | $13,213+738.0% | $11,407+870.7% |