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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 | $47,673 | $72,465-34.2% | $67,575-29.5% | $145,884-67.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.06% | 7222.56%-7214.5pp | 3528.98%-3520.9pp | 551.85%-543.8pp |
| Employer contribution / active EE | $6,231 | $3,074+102.7% | $2,736+127.8% | $4,662+33.6% |
| Participant deferral / active EE | $3,649 | $4,786-23.8% | $4,003-8.9% | $6,690-45.5% |
| Admin fee / account holder | $16,070 | $5,515+191.4% | $3,993+302.5% | $13,392+20.0% |