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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 | $27,517 | $99,017-72.2% | $86,587-68.2% | $147,585-81.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.59% | 1312.37%-1303.8pp | 964.86%-956.3pp | 578.56%-570.0pp |
| Employer contribution / active EE | $3,718 | $3,132+18.7% | $2,839+30.9% | $4,876-23.8% |
| Participant deferral / active EE | $604 | $3,972-84.8% | $3,609-83.3% | $5,439-88.9% |
| Admin fee / account holder | $14,388 | $5,710+152.0% | $4,906+193.3% | $10,885+32.2% |