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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 | $78,794 | $70,587+11.6% | $124,693-36.8% | $85,847-8.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 5.70% | 20688.83%-20683.1pp | 5144.19%-5138.5pp | 318.61%-312.9pp |
| Employer contribution / active EE | $6,784 | $1,913+254.6% | $3,324+104.1% | $2,565+164.5% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,595 | $5,282+5.9% | $7,494-25.3% | $6,261-10.6% |