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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 | $169,361+24.3% | $129,397+62.8% | $145,877+44.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 0.45% | 14395.54%-14395.1pp | 9453.98%-9453.5pp | 551.28%-550.8pp |
| Employer contribution / active EE | $3,600 | $5,542-35.0% | $4,154-13.3% | $4,663-22.8% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,701 | $9,903-72.7% | $7,679-64.8% | $13,402-79.9% |