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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 | $73,305 | $176,105-58.4% | $159,474-54.0% | $167,536-56.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.26% | 331.91%-330.7pp | 263.68%-262.4pp | 478.82%-477.6pp |
| Employer contribution / active EE | $13,755 | $5,299+159.6% | $4,831+184.7% | $4,839+184.3% |
| Participant deferral / active EE | $6,297 | $7,751-18.8% | $7,353-14.4% | $6,342-0.7% |
| Admin fee / account holder | $40,862 | $12,559+225.3% | $10,802+278.3% | $12,315+231.8% |