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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 | $80,615 | $104,937-23.2% | $84,628-4.7% | $152,897-47.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 8.66% | 373.88%-365.2pp | 258.80%-250.1pp | 345.43%-336.8pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,900 | $4,690+25.8% | $3,900+51.3% | $5,851+0.8% |
| Admin fee / account holder | $52,920 | $6,243+747.6% | $4,914+977.0% | $11,599+356.2% |