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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 | $91,527 | $88,815+3.1% | $81,882+11.8% | $145,897-37.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.75% | 1033.75%-1028.0pp | 779.47%-773.7pp | 552.29%-546.5pp |
| Employer contribution / active EE | $2,222 | $3,086-28.0% | $2,916-23.8% | $4,663-52.3% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,137 | $8,434-86.5% | $7,360-84.6% | $13,390-91.5% |