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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 | $66,305 | $169,361-60.9% | $129,397-48.8% | $145,877-54.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.71% | 14395.54%-14390.8pp | 9453.98%-9449.3pp | 551.28%-546.6pp |
| Employer contribution / active EE | $8,125 | $5,542+46.6% | $4,154+95.6% | $4,663+74.2% |
| Participant deferral / active EE | $6,602 | $4,987+32.4% | $4,167+58.4% | $6,691-1.3% |
| Admin fee / account holder | $1,010 | $9,903-89.8% | $7,679-86.8% | $13,402-92.5% |