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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 | $82,601 | $202,326-59.2% | $172,745-52.2% | $152,870-46.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.69% | 1029.72%-1023.0pp | 802.90%-796.2pp | 345.34%-338.6pp |
| Employer contribution / active EE | $4,227 | $5,858-27.8% | $5,144-17.8% | $4,763-11.3% |
| Participant deferral / active EE | $2,285 | $5,948-61.6% | $5,197-56.0% | $5,850-60.9% |
| Admin fee / account holder | $43,426 | $17,110+153.8% | $13,954+211.2% | $11,597+274.5% |