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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 | $175,257-64.4% | $149,717-58.3% | $139,456-55.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.20% | 166.70%-159.5pp | 134.41%-127.2pp | 373.45%-366.2pp |
| Employer contribution / active EE | $12,182 | $5,477+122.4% | $4,820+152.8% | $4,753+156.3% |
| Participant deferral / active EE | $6,019 | $6,521-7.7% | $5,682+5.9% | $6,711-10.3% |
| Admin fee / account holder | $61,569 | $16,156+281.1% | $13,213+366.0% | $11,407+439.8% |