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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 | $57,083 | $102,595-44.4% | $94,057-39.3% | $154,746-63.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 5.00% | 583.42%-578.4pp | 480.62%-475.6pp | 172.34%-167.3pp |
| Employer contribution / active EE | $3,597 | $3,147+14.3% | $2,933+22.6% | $4,379-17.9% |
| Participant deferral / active EE | $6,321 | $5,118+23.5% | $4,709+34.2% | $6,730-6.1% |
| Admin fee / account holder | $167,659 | $7,736+2067.3% | $7,244+2214.3% | $14,365+1067.1% |