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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 | $96,495 | $76,608+26.0% | $56,077+72.1% | $145,877-33.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 1.51% | 3009.59%-3008.1pp | 1709.28%-1707.8pp | 551.28%-549.8pp |
| Employer contribution / active EE | $26,007 | $1,382+1782.3% | $1,040+2399.8% | $4,663+457.7% |
| Participant deferral / active EE | $30,064 | $2,624+1045.6% | $1,954+1438.6% | $6,691+349.4% |
| Admin fee / account holder | $1,139 | $3,325-65.8% | $2,825-59.7% | $13,402-91.5% |