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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 | $118,958 | $169,356-29.8% | $129,406-8.1% | $145,897-18.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.41% | 14418.62%-14411.2pp | 9468.18%-9460.8pp | 552.29%-544.9pp |
| Employer contribution / active EE | $4,295 | $5,542-22.5% | $4,155+3.4% | $4,663-7.9% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $150,413 | $9,915+1417.0% | $7,689+1856.3% | $13,390+1023.3% |