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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 | $87,177 | $100,895-13.6% | $90,430-3.6% | $158,950-45.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.71% | 1725.54%-1719.8pp | 1293.73%-1288.0pp | 302.91%-297.2pp |
| Employer contribution / active EE | $7,529 | $3,689+104.1% | $3,262+130.8% | $4,762+58.1% |
| Participant deferral / active EE | $15,819 | $4,347+263.9% | $3,963+299.2% | $5,983+164.4% |
| Admin fee / account holder | $287,782 | $6,505+4323.9% | $5,613+5026.7% | $11,248+2458.4% |