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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 | $75,634 | $156,963-51.8% | $121,204-37.6% | $139,466-45.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.82% | 1476.75%-1467.9pp | 987.18%-978.4pp | 373.66%-364.8pp |
| Employer contribution / active EE | $15,800 | $5,544+185.0% | $4,170+278.9% | $4,754+232.4% |
| Participant deferral / active EE | $6,000 | $4,848+23.8% | $4,083+47.0% | $6,712-10.6% |
| Admin fee / account holder | $2,487 | $6,953-64.2% | $5,651-56.0% | $11,409-78.2% |