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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 | $88,754+49.4% | $81,820+62.0% | $145,877-9.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.66% | 1031.77%-1023.1pp | 777.93%-769.3pp | 551.28%-542.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $18,560 | $4,648+299.3% | $4,323+329.4% | $6,691+177.4% |
| Admin fee / account holder | $17,775 | $8,424+111.0% | $7,391+140.5% | $13,402+32.6% |