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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 | $33,552 | $72,465-53.7% | $67,575-50.3% | $145,884-77.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.98% | 7222.56%-7213.6pp | 3528.98%-3520.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $5,495 | $3,074+78.8% | $2,736+100.9% | $4,662+17.8% |
| Participant deferral / active EE | $2,177 | $4,786-54.5% | $4,003-45.6% | $6,690-67.5% |
| Admin fee / account holder | $15,860 | $5,515+187.6% | $3,993+297.2% | $13,392+18.4% |