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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 | $59,543 | $88,754-32.9% | $81,820-27.2% | $145,877-59.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.64% | 1031.77%-1024.1pp | 777.93%-770.3pp | 551.28%-543.6pp |
| Employer contribution / active EE | $8,974 | $3,085+190.9% | $2,915+207.9% | $4,663+92.5% |
| Participant deferral / active EE | $8,704 | $4,648+87.3% | $4,323+101.4% | $6,691+30.1% |
| Admin fee / account holder | $41,370 | $8,424+391.1% | $7,391+459.8% | $13,402+208.7% |