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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 | $44,817 | $150,447-70.2% | $136,298-67.1% | $147,586-69.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.48% | 1049.15%-1042.7pp | 5156.27%-5149.8pp | 578.59%-572.1pp |
| Employer contribution / active EE | $1,880 | $5,256-64.2% | $4,696-60.0% | $4,876-61.5% |
| Participant deferral / active EE | $4,816 | $6,631-27.4% | $6,247-22.9% | $5,439-11.4% |
| Admin fee / account holder | $45,875 | $10,906+320.6% | $9,244+396.3% | $10,886+321.4% |