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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 | $114,989 | $58,927+95.1% | $76,823+49.7% | $72,983+57.6% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 1.27% | 2305.64%-2304.4pp | 1166.42%-1165.2pp | 81.01%-79.7pp |
| Employer contribution / active EE | $2,381 | $1,787+33.3% | $2,302+3.4% | $2,440-2.4% |
| Participant deferral / active EE | $1,222 | $2,690-54.6% | $3,336-63.4% | $3,608-66.1% |
| Admin fee / account holder | $4,542 | $4,013+13.2% | $6,422-29.3% | $5,124-11.4% |