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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 | $70,164 | $100,938-30.5% | $90,461-22.4% | $158,982-55.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.73% | 1727.20%-1726.5pp | 1294.76%-1294.0pp | 302.99%-302.3pp |
| Employer contribution / active EE | $10,054 | $3,691+172.4% | $3,264+208.0% | $4,763+111.1% |
| Participant deferral / active EE | $14,811 | $4,350+240.5% | $3,964+273.6% | $5,983+147.5% |
| Admin fee / account holder | $42,896 | $6,510+558.9% | $5,617+663.7% | $11,252+281.2% |