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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 | $66,284 | $88,815-25.4% | $81,882-19.0% | $145,897-54.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.90% | 1033.75%-1029.8pp | 779.47%-775.6pp | 552.29%-548.4pp |
| Employer contribution / active EE | $5,106 | $3,086+65.4% | $2,916+75.1% | $4,663+9.5% |
| Participant deferral / active EE | $7,250 | $4,647+56.0% | $4,323+67.7% | $6,689+8.4% |
| Admin fee / account holder | $1,994 | $8,434-76.4% | $7,360-72.9% | $13,390-85.1% |