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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 | $100,938-39.9% | $90,461-33.0% | $158,982-61.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.89% | 1727.20%-1722.3pp | 1294.76%-1289.9pp | 302.99%-298.1pp |
| Employer contribution / active EE | $6,159 | $3,691+66.8% | $3,264+88.7% | $4,763+29.3% |
| Participant deferral / active EE | $19,500 | $4,350+348.3% | $3,964+391.9% | $5,983+225.9% |
| Admin fee / account holder | $100,497 | $6,510+1443.8% | $5,617+1689.3% | $11,252+793.2% |