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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 | $81,480 | $144,130-43.5% | $117,861-30.9% | $147,586-44.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 4.22% | 531.20%-527.0pp | 335.11%-330.9pp | 578.59%-574.4pp |
| Employer contribution / active EE | $4,178 | $4,897-14.7% | $3,786+10.4% | $4,876-14.3% |
| Participant deferral / active EE | $7,821 | $5,316+47.1% | $4,482+74.5% | $5,439+43.8% |
| Admin fee / account holder | $48,151 | $10,887+342.3% | $8,021+500.3% | $10,886+342.3% |