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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 | $94,368 | $58,391+61.6% | $76,667+23.1% | $72,976+29.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 3.69% | 2306.65%-2303.0pp | 1166.74%-1163.1pp | 81.02%-77.3pp |
| Employer contribution / active EE | $7,532 | $1,787+321.6% | $2,303+227.1% | $2,440+208.7% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,509 | $4,014+112.0% | $6,423+32.5% | $5,124+66.1% |