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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 | $56,166 | $102,696-45.3% | $86,235-34.9% | $139,487-59.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 6.29% | 1925.91%-1919.6pp | 1170.03%-1163.7pp | 373.84%-367.6pp |
| Employer contribution / active EE | $2,226 | $3,034-26.6% | $2,381-6.5% | $4,755-53.2% |
| Participant deferral / active EE | $2,345 | $4,679-49.9% | $3,987-41.2% | $6,713-65.1% |
| Admin fee / account holder | $1,184 | $8,667-86.3% | $6,856-82.7% | $11,407-89.6% |