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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 | $85,261 | $169,161-49.6% | $129,295-34.1% | $145,959-41.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.04% | 14348.07%-14345.0pp | 9429.28%-9426.2pp | 561.95%-558.9pp |
| Employer contribution / active EE | $16,350 | $5,543+195.0% | $4,157+293.3% | $4,661+250.8% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $120,121 | $9,878+1116.0% | $7,665+1467.1% | $13,398+796.6% |