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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 | $54,956 | $209,428-73.8% | $178,498-69.2% | $158,950-65.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.05% | 188.78%-184.7pp | 151.09%-147.0pp | 302.91%-298.9pp |
| Employer contribution / active EE | $1,540 | $5,707-73.0% | $5,011-69.3% | $4,762-67.7% |
| Participant deferral / active EE | $26,000 | $5,955+336.6% | $5,202+399.8% | $5,983+334.6% |
| Admin fee / account holder | $55,300 | $17,077+223.8% | $13,985+295.4% | $11,248+391.6% |