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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 | $139,479 | $176,688-21.1% | $130,660+6.7% | $152,909-8.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 5.07% | 2693.08%-2688.0pp | 1709.29%-1704.2pp | 345.46%-340.4pp |
| Employer contribution / active EE | $3,022 | $5,743-47.4% | $4,092-26.2% | $4,764-36.6% |
| Participant deferral / active EE | $7,755 | $4,362+77.8% | $3,603+115.2% | $5,851+32.5% |
| Admin fee / account holder | $2,212 | $7,131-69.0% | $5,463-59.5% | $11,601-80.9% |