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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 | $50,486 | $99,011-49.0% | $86,582-41.7% | $147,586-65.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.45% | 1312.75%-1305.3pp | 965.08%-957.6pp | 578.59%-571.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,103 | $3,972-21.9% | $3,609-14.0% | $5,439-42.9% |
| Admin fee / account holder | $17,179 | $5,709+200.9% | $4,904+250.3% | $10,886+57.8% |