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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 | $132,576 | $88,815+49.3% | $81,882+61.9% | $145,897-9.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.66% | 1033.75%-1025.1pp | 779.47%-770.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $18,560 | $4,647+299.4% | $4,323+329.3% | $6,689+177.5% |
| Admin fee / account holder | $17,775 | $8,434+110.7% | $7,360+141.5% | $13,390+32.7% |