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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 | $87,110 | $100,911-13.7% | $90,440-3.7% | $158,966-45.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.73% | 1726.62%-1723.9pp | 1294.38%-1291.6pp | 302.95%-300.2pp |
| Employer contribution / active EE | $2,599 | $3,690-29.6% | $3,263-20.4% | $4,762-45.4% |
| Participant deferral / active EE | $3,012 | $4,348-30.7% | $3,964-24.0% | $5,983-49.7% |
| Admin fee / account holder | $16,569 | $6,507+154.6% | $5,615+195.1% | $11,250+47.3% |