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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 | $101,976 | $109,905-7.2% | $98,506+3.5% | $167,553-39.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.06% | 1960.20%-1952.1pp | 1494.92%-1486.9pp | 478.89%-470.8pp |
| Employer contribution / active EE | $5,091 | $3,226+57.8% | $2,961+71.9% | $4,840+5.2% |
| Participant deferral / active EE | $18,125 | $4,674+287.8% | $4,277+323.8% | $6,343+185.8% |
| Admin fee / account holder | $21,988 | $6,760+225.3% | $5,955+269.3% | $12,316+78.5% |