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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 | $169,336-60.8% | $129,384-48.8% | $145,884-54.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.71% | 14408.70%-14404.0pp | 9461.77%-9457.1pp | 551.85%-547.1pp |
| Employer contribution / active EE | $8,125 | $5,540+46.7% | $4,153+95.6% | $4,662+74.3% |
| Participant deferral / active EE | $6,602 | $4,985+32.4% | $4,166+58.5% | $6,690-1.3% |
| Admin fee / account holder | $1,010 | $9,912-89.8% | $7,686-86.9% | $13,392-92.5% |