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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 | $72,446-30.8% | $67,561-25.8% | $145,877-65.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 5.07% | 7211.98%-7206.9pp | 3525.44%-3520.4pp | 551.28%-546.2pp |
| Employer contribution / active EE | $2,169 | $3,072-29.4% | $2,735-20.7% | $4,663-53.5% |
| Participant deferral / active EE | $6,845 | $4,785+43.1% | $4,003+71.0% | $6,691+2.3% |
| Admin fee / account holder | $767 | $5,541-86.2% | $4,006-80.8% | $13,402-94.3% |