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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 | $79,489 | $150,447-47.2% | $136,298-41.7% | $147,586-46.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.55% | 1049.15%-1044.6pp | 5156.27%-5151.7pp | 578.59%-574.0pp |
| Employer contribution / active EE | $1,013 | $5,256-80.7% | $4,696-78.4% | $4,876-79.2% |
| Participant deferral / active EE | $3,444 | $6,631-48.1% | $6,247-44.9% | $5,439-36.7% |
| Admin fee / account holder | $80,102 | $10,906+634.5% | $9,244+766.5% | $10,886+635.8% |