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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 | $110,021 | $99,011+11.1% | $86,582+27.1% | $147,586-25.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.64% | 1312.75%-1309.1pp | 965.08%-961.4pp | 578.59%-575.0pp |
| Employer contribution / active EE | $1,464 | $3,132-53.2% | $2,839-48.4% | $4,876-70.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,678 | $5,709+34.5% | $4,904+56.6% | $10,886-29.5% |