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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 | $57,719 | $100,938-42.8% | $90,461-36.2% | $158,982-63.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.63% | 1727.20%-1726.6pp | 1294.76%-1294.1pp | 302.99%-302.4pp |
| Employer contribution / active EE | $5,948 | $3,691+61.1% | $3,264+82.2% | $4,763+24.9% |
| Participant deferral / active EE | $2,497 | $4,350-42.6% | $3,964-37.0% | $5,983-58.3% |
| Admin fee / account holder | $489 | $6,510-92.5% | $5,617-91.3% | $11,252-95.7% |