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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 | $83,601 | $76,368+9.5% | $67,681+23.5% | $154,746-46.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 8.44% | 1066.77%-1058.3pp | 590.58%-582.1pp | 172.34%-163.9pp |
| Employer contribution / active EE | $9,169 | $3,151+190.9% | $2,678+242.3% | $4,379+109.4% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $16,238 | $8,559+89.7% | $6,100+166.2% | $14,365+13.0% |