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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 | $61,476 | $73,518-16.4% | $63,005-2.4% | $147,585-58.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.45% | 175.46%-167.0pp | 87.59%-79.1pp | 578.58%-570.1pp |
| Employer contribution / active EE | $4,964 | $3,322+49.4% | $2,760+79.9% | $4,876+1.8% |
| Participant deferral / active EE | $5,629 | $4,183+34.6% | $3,329+69.1% | $5,439+3.5% |
| Admin fee / account holder | $25,422 | $5,952+327.1% | $3,599+606.3% | $10,886+133.5% |