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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 | $30,955 | $150,447-79.4% | $136,298-77.3% | $147,586-79.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.26% | 1049.15%-1043.9pp | 5156.27%-5151.0pp | 578.59%-573.3pp |
| Employer contribution / active EE | $4,878 | $5,256-7.2% | $4,696+3.9% | $4,8760% |
| Participant deferral / active EE | $6,935 | $6,631+4.6% | $6,247+11.0% | $5,439+27.5% |
| Admin fee / account holder | $56,089 | $10,906+414.3% | $9,244+506.8% | $10,886+415.2% |