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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 | $65,158 | $65,434-0.4% | $98,483-33.8% | $85,847-24.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 9.74% | 21.75%-12.0pp | 1494.38%-1484.6pp | 318.61%-308.9pp |
| Employer contribution / active EE | $4,632 | $2,169+113.6% | $2,961+56.4% | $2,565+80.6% |
| Participant deferral / active EE | $1,533 | $3,168-51.6% | $4,276-64.1% | $3,952-61.2% |
| Admin fee / account holder | $11,311 | $4,595+146.1% | $5,953+90.0% | $6,261+80.7% |