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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 | $106,844 | $226,090-52.7% | $182,531-41.5% | $152,885-30.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 1.51% | 192.57%-191.1pp | 148.57%-147.1pp | 345.39%-343.9pp |
| Employer contribution / active EE | $31,986 | $4,978+542.5% | $4,075+684.8% | $4,763+571.5% |
| Participant deferral / active EE | $3,333 | $6,369-47.7% | $5,525-39.7% | $5,851-43.0% |
| Admin fee / account holder | $42,275 | $10,705+294.9% | $8,593+392.0% | $11,598+264.5% |