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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 | $124,506 | $156,963-20.7% | $121,204+2.7% | $139,466-10.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.25% | 1476.75%-1469.5pp | 987.18%-979.9pp | 373.66%-366.4pp |
| Employer contribution / active EE | $18,225 | $5,544+228.7% | $4,170+337.1% | $4,754+283.4% |
| Participant deferral / active EE | $30,051 | $4,848+519.8% | $4,083+636.0% | $6,712+347.7% |
| Admin fee / account holder | $1,957 | $6,953-71.9% | $5,651-65.4% | $11,409-82.8% |