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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 | $61,833 | $99,011-37.5% | $86,582-28.6% | $147,586-58.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.51% | 1312.75%-1304.2pp | 965.08%-956.6pp | 578.59%-570.1pp |
| Employer contribution / active EE | $2,500 | $3,132-20.2% | $2,839-12.0% | $4,876-48.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,457 | $5,709+83.2% | $4,904+113.2% | $10,886-3.9% |