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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 | $53,229 | $100,938-47.3% | $90,461-41.2% | $158,982-66.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.66% | 1727.20%-1726.5pp | 1294.76%-1294.1pp | 302.99%-302.3pp |
| Employer contribution / active EE | $1,896 | $3,691-48.6% | $3,264-41.9% | $4,763-60.2% |
| Participant deferral / active EE | $7,862 | $4,350+80.8% | $3,964+98.3% | $5,983+31.4% |
| Admin fee / account holder | $26,755 | $6,510+311.0% | $5,617+376.4% | $11,252+137.8% |