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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 | $73,921 | $99,011-25.3% | $86,582-14.6% | $147,586-49.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.73% | 1312.75%-1304.0pp | 965.08%-956.4pp | 578.59%-569.9pp |
| Employer contribution / active EE | $9,062 | $3,132+189.3% | $2,839+219.2% | $4,876+85.8% |
| Participant deferral / active EE | $11,179 | $3,972+181.4% | $3,609+209.8% | $5,439+105.5% |
| Admin fee / account holder | $971 | $5,709-83.0% | $4,904-80.2% | $10,886-91.1% |