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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 | $75,615 | $169,361-55.4% | $129,397-41.6% | $145,877-48.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 1.06% | 14395.54%-14394.5pp | 9453.98%-9452.9pp | 551.28%-550.2pp |
| Employer contribution / active EE | $9,551 | $5,542+72.4% | $4,154+129.9% | $4,663+104.8% |
| Participant deferral / active EE | $5,083 | $4,987+1.9% | $4,167+22.0% | $6,691-24.0% |
| Admin fee / account holder | $3,033 | $9,903-69.4% | $7,679-60.5% | $13,402-77.4% |