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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 | $49,773 | $150,445-66.9% | $136,297-63.5% | $147,585-66.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.95% | 1049.14%-1040.2pp | 5156.16%-5147.2pp | 578.57%-569.6pp |
| Employer contribution / active EE | $2,162 | $5,256-58.9% | $4,696-54.0% | $4,876-55.7% |
| Participant deferral / active EE | $5,000 | $6,631-24.6% | $6,247-20.0% | $5,439-8.1% |
| Admin fee / account holder | $1,143 | $10,906-89.5% | $9,244-87.6% | $10,885-89.5% |