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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 | $66,338 | $109,872-39.6% | $98,483-32.6% | $167,536-60.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.25% | 1959.31%-1951.1pp | 1494.38%-1486.1pp | 478.82%-470.6pp |
| Employer contribution / active EE | $5,650 | $3,225+75.2% | $2,961+90.8% | $4,839+16.8% |
| Participant deferral / active EE | $9,458 | $4,673+102.4% | $4,276+121.2% | $6,342+49.1% |
| Admin fee / account holder | $22,617 | $6,757+234.7% | $5,953+279.9% | $12,315+83.7% |