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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 | $90,090 | $73,421+22.7% | $66,439+35.6% | $155,188-41.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 7.84% | 1382.37%-1374.5pp | 757.66%-749.8pp | 148.84%-141.0pp |
| Employer contribution / active EE | $1,631 | $3,039-46.3% | $2,637-38.1% | $4,248-61.6% |
| Participant deferral / active EE | $3,539 | $4,680-24.4% | $3,876-8.7% | $6,531-45.8% |
| Admin fee / account holder | $45,292 | $8,856+411.4% | $6,173+633.7% | $14,480+212.8% |