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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 | $22,326 | $73,546-69.6% | $63,018-64.6% | $147,586-84.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 7.59% | 175.56%-168.0pp | 87.62%-80.0pp | 578.59%-571.0pp |
| Employer contribution / active EE | $2,166 | $3,324-34.8% | $2,761-21.5% | $4,876-55.6% |
| Participant deferral / active EE | $4,301 | $4,185+2.8% | $3,330+29.2% | $5,439-20.9% |
| Admin fee / account holder | $100,496 | $5,956+1587.4% | $3,601+2691.0% | $10,886+823.2% |