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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 | $70,648 | $58,927+19.9% | $76,823-8.0% | $72,983-3.2% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 14.22% | 2305.64%-2291.4pp | 1166.42%-1152.2pp | 81.01%-66.8pp |
| Employer contribution / active EE | $6,270 | $1,787+250.9% | $2,302+172.3% | $2,440+157.0% |
| Participant deferral / active EE | $2,920 | $2,690+8.5% | $3,336-12.5% | $3,608-19.1% |
| Admin fee / account holder | $1,086 | $4,013-72.9% | $6,422-83.1% | $5,124-78.8% |