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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 | $70,493 | $100,938-30.2% | $90,461-22.1% | $158,982-55.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.58% | 1727.20%-1721.6pp | 1294.76%-1289.2pp | 302.99%-297.4pp |
| Employer contribution / active EE | $2,260 | $3,691-38.8% | $3,264-30.8% | $4,763-52.5% |
| Participant deferral / active EE | $2,260 | $4,350-48.0% | $3,964-43.0% | $5,983-62.2% |
| Admin fee / account holder | $73,748 | $6,510+1032.9% | $5,617+1213.0% | $11,252+555.4% |