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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 | $65,819 | $100,938-34.8% | $90,461-27.2% | $158,982-58.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.12% | 1727.20%-1722.1pp | 1294.76%-1289.6pp | 302.99%-297.9pp |
| Employer contribution / active EE | $4,429 | $3,691+20.0% | $3,264+35.7% | $4,763-7.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,589 | $6,510+16.6% | $5,617+35.1% | $11,252-32.6% |