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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 | $93,529 | $180,749-48.3% | $160,784-41.8% | $137,256-31.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 3.89% | 2234.46%-2230.6pp | 1803.92%-1800.0pp | 220.34%-216.4pp |
| Employer contribution / active EE | $2,138 | $4,155-48.6% | $3,733-42.7% | $4,156-48.6% |
| Participant deferral / active EE | $15,500 | $6,844+126.5% | $6,293+146.3% | $6,407+141.9% |
| Admin fee / account holder | $26,500 | $10,397+154.9% | $9,717+172.7% | $12,270+116.0% |