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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 | $50,146 | $99,031-49.4% | $86,597-42.1% | $147,585-66.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.24% | 1312.56%-1308.3pp | 964.96%-960.7pp | 578.57%-574.3pp |
| Employer contribution / active EE | $3,897 | $3,132+24.4% | $2,840+37.2% | $4,876-20.1% |
| Participant deferral / active EE | $7,661 | $3,972+92.9% | $3,609+112.3% | $5,439+40.9% |
| Admin fee / account holder | $2,380 | $5,711-58.3% | $4,906-51.5% | $10,885-78.1% |