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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 | $46,427 | $88,778-47.7% | $81,844-43.3% | $145,884-68.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.19% | 1033.03%-1023.8pp | 778.87%-769.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $6,819 | $3,087+120.9% | $2,916+133.8% | $4,662+46.3% |
| Participant deferral / active EE | $6,006 | $4,648+29.2% | $4,323+38.9% | $6,690-10.2% |
| Admin fee / account holder | $2,064 | $8,430-75.5% | $7,355-71.9% | $13,392-84.6% |