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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 | $71,215 | $107,363-33.7% | $92,909-23.4% | $152,897-53.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 5.88% | 145.63%-139.7pp | 109.44%-103.6pp | 345.43%-339.5pp |
| Employer contribution / active EE | $8,333 | $4,222+97.4% | $3,653+128.1% | $4,764+74.9% |
| Participant deferral / active EE | $16,591 | $4,848+242.2% | $4,238+291.5% | $5,851+183.6% |
| Admin fee / account holder | $10,342 | $7,082+46.0% | $5,795+78.5% | $11,599-10.8% |