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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 | $31,265 | $88,778-64.8% | $81,844-61.8% | $145,884-78.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.37% | 1033.03%-1023.7pp | 778.87%-769.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $9,861 | $3,087+219.4% | $2,916+238.1% | $4,662+111.5% |
| Participant deferral / active EE | $5,029 | $4,648+8.2% | $4,323+16.3% | $6,690-24.8% |
| Admin fee / account holder | $3,164 | $8,430-62.5% | $7,355-57.0% | $13,392-76.4% |