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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 | $81,274 | $99,009-17.9% | $86,581-6.1% | $147,585-44.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.25% | 1312.70%-1308.5pp | 965.06%-960.8pp | 578.58%-574.3pp |
| Employer contribution / active EE | $2,486 | $3,132-20.6% | $2,840-12.5% | $4,876-49.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $28,831 | $5,709+405.0% | $4,904+487.9% | $10,886+164.9% |