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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 | $72,618 | $176,688-58.9% | $130,660-44.4% | $152,897-52.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 2.36% | 2693.08%-2690.7pp | 1709.29%-1706.9pp | 345.43%-343.1pp |
| Employer contribution / active EE | $1,119 | $5,743-80.5% | $4,092-72.6% | $4,764-76.5% |
| Participant deferral / active EE | $1,670 | $4,362-61.7% | $3,603-53.7% | $5,851-71.5% |
| Admin fee / account holder | $891 | $7,131-87.5% | $5,463-83.7% | $11,599-92.3% |