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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 | $78,333 | $150,447-47.9% | $136,298-42.5% | $147,586-46.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.19% | 1049.15%-1045.0pp | 5156.27%-5152.1pp | 578.59%-574.4pp |
| Employer contribution / active EE | $1,974 | $5,256-62.5% | $4,696-58.0% | $4,876-59.5% |
| Participant deferral / active EE | $2,183 | $6,631-67.1% | $6,247-65.1% | $5,439-59.9% |
| Admin fee / account holder | $3,880 | $10,906-64.4% | $9,244-58.0% | $10,886-64.4% |