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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 | $96,773 | $149,040-35.1% | $120,225-19.5% | $137,256-29.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 8.73% | 605.68%-597.0pp | 439.23%-430.5pp | 220.34%-211.6pp |
| Employer contribution / active EE | $3,038 | $4,350-30.2% | $3,475-12.6% | $4,156-26.9% |
| Participant deferral / active EE | $7,596 | $4,655+63.2% | $3,999+90.0% | $6,407+18.6% |
| Admin fee / account holder | $75,036 | $6,348+1082.1% | $5,696+1217.3% | $12,270+511.5% |