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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 | $16,218 | $104,577-84.5% | $76,667-78.8% | $152,909-89.4% |
| Participation rate | 87.5% | 76.6%+10.9pp | 72.1%+15.4pp | 82.5%+5.0pp |
| Annual return | 6.34% | 1014.36%-1008.0pp | 1166.74%-1160.4pp | 345.46%-339.1pp |
| Employer contribution / active EE | $4,885 | $3,119+56.6% | $2,303+112.1% | $4,764+2.5% |
| Participant deferral / active EE | $1,536 | $4,237-63.8% | $3,336-54.0% | $5,851-73.8% |
| Admin fee / account holder | $95,660 | $12,290+678.4% | $6,423+1389.2% | $11,601+724.6% |