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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 | $69,749 | $57,330+21.7% | $86,656-19.5% | $75,177-7.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 5.95% | 2675.40%-2669.5pp | 593.09%-587.1pp | 160.75%-154.8pp |
| Employer contribution / active EE | $7,969 | $2,316+244.0% | $3,025+163.4% | $2,671+198.3% |
| Participant deferral / active EE | $6,757 | $3,320+103.5% | $4,439+52.2% | $4,126+63.8% |
| Admin fee / account holder | $9,658 | $4,115+134.7% | $5,619+71.9% | $5,651+70.9% |