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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 | $62,398 | $175,231-64.4% | $149,696-58.3% | $139,466-55.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.20% | 166.77%-159.6pp | 134.46%-127.3pp | 373.66%-366.5pp |
| Employer contribution / active EE | $12,182 | $5,478+122.4% | $4,821+152.7% | $4,754+156.3% |
| Participant deferral / active EE | $6,019 | $6,521-7.7% | $5,682+5.9% | $6,712-10.3% |
| Admin fee / account holder | $61,569 | $16,155+281.1% | $13,212+366.0% | $11,409+439.7% |