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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 | $66,943 | $100,938-33.7% | $90,461-26.0% | $158,982-57.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.69% | 1727.20%-1723.5pp | 1294.76%-1291.1pp | 302.99%-299.3pp |
| Employer contribution / active EE | $2,606 | $3,691-29.4% | $3,264-20.1% | $4,763-45.3% |
| Participant deferral / active EE | $3,405 | $4,350-21.7% | $3,964-14.1% | $5,983-43.1% |
| Admin fee / account holder | $2,179 | $6,510-66.5% | $5,617-61.2% | $11,252-80.6% |