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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 | $45,085 | $100,938-55.3% | $90,461-50.2% | $158,982-71.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.62% | 1727.20%-1723.6pp | 1294.76%-1291.1pp | 302.99%-299.4pp |
| Employer contribution / active EE | $4,520 | $3,691+22.4% | $3,264+38.5% | $4,763-5.1% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $50,000 | $6,510+668.1% | $5,617+790.2% | $11,252+344.4% |