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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 | $126,715 | $176,688-28.3% | $130,660-3.0% | $152,897-17.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 1.05% | 2693.08%-2692.0pp | 1709.29%-1708.2pp | 345.43%-344.4pp |
| Employer contribution / active EE | $990 | $5,743-82.8% | $4,092-75.8% | $4,764-79.2% |
| Participant deferral / active EE | $3,960 | $4,362-9.2% | $3,603+9.9% | $5,851-32.3% |
| Admin fee / account holder | $3,526 | $7,131-50.6% | $5,463-35.5% | $11,599-69.6% |