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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 | $52,283 | $99,011-47.2% | $86,582-39.6% | $147,586-64.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.06% | 1312.75%-1306.7pp | 965.08%-959.0pp | 578.59%-572.5pp |
| Employer contribution / active EE | $7,516 | $3,132+140.0% | $2,839+164.7% | $4,876+54.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,694 | $5,709+52.3% | $4,904+77.3% | $10,886-20.1% |