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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 | $99,764 | $72,446+37.7% | $67,561+47.7% | $145,877-31.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.88% | 7211.98%-7203.1pp | 3525.44%-3516.6pp | 551.28%-542.4pp |
| Employer contribution / active EE | $5,086 | $3,072+65.5% | $2,735+86.0% | $4,663+9.1% |
| Participant deferral / active EE | $3,390 | $4,785-29.1% | $4,003-15.3% | $6,691-49.3% |
| Admin fee / account holder | $1,075 | $5,541-80.6% | $4,006-73.2% | $13,402-92.0% |