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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 | $116,147 | $169,237-31.4% | $129,339-10.2% | $145,978-20.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.96% | 14364.43%-14359.5pp | 9437.05%-9432.1pp | 550.52%-545.6pp |
| Employer contribution / active EE | $60,508 | $5,540+992.1% | $4,154+1356.5% | $4,662+1198.0% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $341 | $9,882-96.5% | $7,668-95.6% | $13,400-97.5% |