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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 | $210,598 | $169,356+24.4% | $129,406+62.7% | $145,897+44.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 0.45% | 14418.62%-14418.2pp | 9468.18%-9467.7pp | 552.29%-551.8pp |
| Employer contribution / active EE | $3,600 | $5,542-35.0% | $4,155-13.4% | $4,663-22.8% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,701 | $9,915-72.8% | $7,689-64.9% | $13,390-79.8% |