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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 | $80,629 | $60,128+34.1% | $90,440-10.8% | $79,852+1.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 0.40% | 71.95%-71.5pp | 1294.38%-1294.0pp | 31.72%-31.3pp |
| Employer contribution / active EE | $4,510 | $2,068+118.0% | $3,263+38.2% | $2,471+82.5% |
| Participant deferral / active EE | $5,251 | $2,939+78.7% | $3,964+32.5% | $3,740+40.4% |
| Admin fee / account holder | $383 | $3,977-90.4% | $5,615-93.2% | $5,306-92.8% |