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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 | $45,340 | $100,895-55.1% | $90,430-49.9% | $158,950-71.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.37% | 1725.54%-1725.2pp | 1293.73%-1293.4pp | 302.91%-302.5pp |
| Employer contribution / active EE | $2,000 | $3,689-45.8% | $3,262-38.7% | $4,762-58.0% |
| Participant deferral / active EE | $4,102 | $4,347-5.6% | $3,963+3.5% | $5,983-31.4% |
| Admin fee / account holder | $957 | $6,505-85.3% | $5,613-82.9% | $11,248-91.5% |