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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 | $110,061 | $180,749-39.1% | $160,784-31.5% | $137,256-19.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 2.45% | 2234.46%-2232.0pp | 1803.92%-1801.5pp | 220.34%-217.9pp |
| Employer contribution / active EE | $22,573 | $4,155+443.2% | $3,733+504.7% | $4,156+443.1% |
| Participant deferral / active EE | $2,136 | $6,844-68.8% | $6,293-66.1% | $6,407-66.7% |
| Admin fee / account holder | $45,445 | $10,397+337.1% | $9,717+367.7% | $12,270+270.4% |