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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 | $28,424 | $99,011-71.3% | $86,582-67.2% | $147,586-80.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.30% | 1312.75%-1307.4pp | 965.08%-959.8pp | 578.59%-573.3pp |
| Employer contribution / active EE | $6,052 | $3,132+93.2% | $2,839+113.2% | $4,876+24.1% |
| Participant deferral / active EE | $6,871 | $3,972+73.0% | $3,609+90.4% | $5,439+26.3% |
| Admin fee / account holder | $26,539 | $5,709+364.9% | $4,904+441.2% | $10,886+143.8% |