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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 | $72,457 | $102,696-29.4% | $86,235-16.0% | $139,487-48.1% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 2.30% | 1925.91%-1923.6pp | 1170.03%-1167.7pp | 373.84%-371.5pp |
| Employer contribution / active EE | $6,210 | $3,034+104.7% | $2,381+160.8% | $4,755+30.6% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $34,579 | $8,667+299.0% | $6,856+404.4% | $11,407+203.1% |