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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 | $173,657 | $88,778+95.6% | $81,844+112.2% | $145,884+19.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.44% | 1033.03%-1027.6pp | 778.87%-773.4pp | 551.85%-546.4pp |
| Employer contribution / active EE | $5,000 | $3,087+62.0% | $2,916+71.4% | $4,662+7.2% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,639 | $8,430-80.6% | $7,355-77.7% | $13,392-87.8% |