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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 | $32,763 | $176,120-81.4% | $159,487-79.5% | $167,553-80.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.98% | 331.95%-324.0pp | 263.71%-255.7pp | 478.89%-470.9pp |
| Employer contribution / active EE | $3,574 | $5,299-32.6% | $4,831-26.0% | $4,840-26.1% |
| Participant deferral / active EE | $9,303 | $7,752+20.0% | $7,354+26.5% | $6,343+46.7% |
| Admin fee / account holder | $50,201 | $12,561+299.7% | $10,804+364.7% | $12,316+307.6% |