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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 | $146,874 | $88,754+65.5% | $81,820+79.5% | $145,877+0.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.94% | 1031.77%-1028.8pp | 777.93%-775.0pp | 551.28%-548.3pp |
| Employer contribution / active EE | $10,000 | $3,085+224.1% | $2,915+243.1% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,923 | $8,424-53.4% | $7,391-46.9% | $13,402-70.7% |