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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 | $62,498 | $175,259-64.3% | $149,723-58.3% | $139,487-55.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.74% | 166.82%-158.1pp | 134.50%-125.8pp | 373.84%-365.1pp |
| Employer contribution / active EE | $8,805 | $5,478+60.7% | $4,821+82.6% | $4,755+85.2% |
| Participant deferral / active EE | $11,695 | $6,522+79.3% | $5,682+105.8% | $6,713+74.2% |
| Admin fee / account holder | $82,607 | $16,158+411.2% | $13,215+525.1% | $11,407+624.2% |