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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 | $68,465 | $109,904-37.7% | $97,167-29.5% | $145,959-53.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 2.92% | 243.43%-240.5pp | 75.27%-72.3pp | 561.95%-559.0pp |
| Employer contribution / active EE | $4,702 | $3,084+52.4% | $2,729+72.3% | $4,661+0.9% |
| Participant deferral / active EE | $8,968 | $4,676+91.8% | $4,264+110.3% | $6,689+34.1% |
| Admin fee / account holder | $63,037 | $6,216+914.1% | $5,650+1015.7% | $13,398+370.5% |