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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 | $197,057 | $109,872+79.4% | $98,483+100.1% | $167,536+17.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 5.51% | 1959.31%-1953.8pp | 1494.38%-1488.9pp | 478.82%-473.3pp |
| Employer contribution / active EE | $2,446 | $3,225-24.2% | $2,961-17.4% | $4,839-49.5% |
| Participant deferral / active EE | $3,999 | $4,673-14.4% | $4,276-6.5% | $6,342-36.9% |
| Admin fee / account holder | $1,877 | $6,757-72.2% | $5,953-68.5% | $12,315-84.8% |