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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 | $37,153 | $100,911-63.2% | $90,440-58.9% | $158,966-76.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.78% | 1726.62%-1721.8pp | 1294.38%-1289.6pp | 302.95%-298.2pp |
| Employer contribution / active EE | $2,819 | $3,690-23.6% | $3,263-13.6% | $4,762-40.8% |
| Participant deferral / active EE | $1,390 | $4,348-68.0% | $3,964-64.9% | $5,983-76.8% |
| Admin fee / account holder | $17,708 | $6,507+172.1% | $5,615+215.4% | $11,250+57.4% |