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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 | $51,707 | $72,465-28.6% | $67,575-23.5% | $145,884-64.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 0.18% | 7222.56%-7222.4pp | 3528.98%-3528.8pp | 551.85%-551.7pp |
| Employer contribution / active EE | $1,168 | $3,074-62.0% | $2,736-57.3% | $4,662-74.9% |
| Participant deferral / active EE | $4,312 | $4,786-9.9% | $4,003+7.7% | $6,690-35.5% |
| Admin fee / account holder | $602 | $5,515-89.1% | $3,993-84.9% | $13,392-95.5% |