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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 | $69,004 | $106,008-34.9% | $92,240-25.2% | $147,586-53.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.15% | 50.05%-41.9pp | 176.29%-168.1pp | 578.59%-570.4pp |
| Employer contribution / active EE | $9,957 | $4,333+129.8% | $3,680+170.6% | $4,876+104.2% |
| Participant deferral / active EE | $1,900 | $4,478-57.6% | $3,897-51.2% | $5,439-65.1% |
| Admin fee / account holder | $27,203 | $6,333+329.5% | $5,194+423.7% | $10,886+149.9% |