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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 | $98,910 | $175,231-43.6% | $149,696-33.9% | $139,466-29.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.20% | 166.77%-163.6pp | 134.46%-131.3pp | 373.66%-370.5pp |
| Employer contribution / active EE | $7,619 | $5,478+39.1% | $4,821+58.0% | $4,754+60.3% |
| Participant deferral / active EE | $3,263 | $6,521-50.0% | $5,682-42.6% | $6,712-51.4% |
| Admin fee / account holder | $76,826 | $16,155+375.6% | $13,212+481.5% | $11,409+573.4% |