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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 | $79,855 | $175,259-54.4% | $149,723-46.7% | $139,487-42.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.07% | 166.82%-158.8pp | 134.50%-126.4pp | 373.84%-365.8pp |
| Employer contribution / active EE | $1,702 | $5,478-68.9% | $4,821-64.7% | $4,755-64.2% |
| Participant deferral / active EE | $3,412 | $6,522-47.7% | $5,682-40.0% | $6,713-49.2% |
| Admin fee / account holder | $38,694 | $16,158+139.5% | $13,215+192.8% | $11,407+239.2% |