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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 | $45,642 | $104,577-56.4% | $76,667-40.5% | $152,909-70.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 5.18% | 1014.36%-1009.2pp | 1166.74%-1161.6pp | 345.46%-340.3pp |
| Employer contribution / active EE | $1,420 | $3,119-54.5% | $2,303-38.4% | $4,764-70.2% |
| Participant deferral / active EE | $1,185 | $4,237-72.0% | $3,336-64.5% | $5,851-79.7% |
| Admin fee / account holder | $920 | $12,290-92.5% | $6,423-85.7% | $11,601-92.1% |