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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 | $50,150 | $72,465-30.8% | $67,575-25.8% | $145,884-65.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 5.07% | 7222.56%-7217.5pp | 3528.98%-3523.9pp | 551.85%-546.8pp |
| Employer contribution / active EE | $2,169 | $3,074-29.4% | $2,736-20.7% | $4,662-53.5% |
| Participant deferral / active EE | $6,845 | $4,786+43.0% | $4,003+71.0% | $6,690+2.3% |
| Admin fee / account holder | $767 | $5,515-86.1% | $3,993-80.8% | $13,392-94.3% |