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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 | $86,460 | $102,595-15.7% | $94,057-8.1% | $154,746-44.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 1.37% | 583.42%-582.0pp | 480.62%-479.2pp | 172.34%-171.0pp |
| Employer contribution / active EE | $2,750 | $3,147-12.6% | $2,933-6.2% | $4,379-37.2% |
| Participant deferral / active EE | $14,400 | $5,118+181.3% | $4,709+205.8% | $6,730+114.0% |
| Admin fee / account holder | $147,990 | $7,736+1813.0% | $7,244+1942.8% | $14,365+930.2% |