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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 | $90,325 | $100,895-10.5% | $90,430-0.1% | $158,950-43.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.03% | 1725.54%-1723.5pp | 1293.73%-1291.7pp | 302.91%-300.9pp |
| Employer contribution / active EE | $2,827 | $3,689-23.4% | $3,262-13.3% | $4,762-40.6% |
| Participant deferral / active EE | $5,812 | $4,347+33.7% | $3,963+46.7% | $5,983-2.9% |
| Admin fee / account holder | $18,444 | $6,505+183.5% | $5,613+228.6% | $11,248+64.0% |