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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 | $55,703 | $72,071-22.7% | $68,368-18.5% | $137,256-59.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.78% | 353.14%-340.4pp | 292.57%-279.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $5,289 | $2,788+89.7% | $2,649+99.7% | $4,156+27.3% |
| Participant deferral / active EE | $5,863 | $4,410+33.0% | $4,123+42.2% | $6,407-8.5% |
| Admin fee / account holder | $53,834 | $5,336+909.0% | $5,150+945.4% | $12,270+338.7% |