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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 | $77,079 | $150,447-48.8% | $136,298-43.4% | $147,586-47.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.95% | 1049.15%-1045.2pp | 5156.27%-5152.3pp | 578.59%-574.6pp |
| Employer contribution / active EE | $2,827 | $5,256-46.2% | $4,696-39.8% | $4,876-42.0% |
| Participant deferral / active EE | $10,048 | $6,631+51.5% | $6,247+60.8% | $5,439+84.7% |
| Admin fee / account holder | $20,164 | $10,906+84.9% | $9,244+118.1% | $10,886+85.2% |