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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 | $60,641 | $100,868-39.9% | $90,414-32.9% | $158,931-61.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.89% | 1724.58%-1719.7pp | 1293.19%-1288.3pp | 302.86%-298.0pp |
| Employer contribution / active EE | $6,159 | $3,689+66.9% | $3,262+88.8% | $4,761+29.4% |
| Participant deferral / active EE | $19,500 | $4,348+348.5% | $3,963+392.0% | $5,982+226.0% |
| Admin fee / account holder | $100,497 | $6,502+1445.6% | $5,611+1690.9% | $11,247+793.6% |