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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 | $33,039 | $159,978-79.3% | $147,041-77.5% | $145,978-77.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.47% | 98.36%-89.9pp | 419.21%-410.7pp | 550.52%-542.0pp |
| Employer contribution / active EE | $1,661 | $5,288-68.6% | $4,935-66.4% | $4,662-64.4% |
| Participant deferral / active EE | $6,614 | $8,429-21.5% | $8,071-18.1% | $6,690-1.1% |
| Admin fee / account holder | $26,631 | $15,053+76.9% | $13,006+104.8% | $13,400+98.7% |