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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 | $39,644 | $202,342-80.4% | $172,752-77.1% | $152,897-74.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 0.36% | 1029.83%-1029.5pp | 802.97%-802.6pp | 345.43%-345.1pp |
| Employer contribution / active EE | $10,236 | $5,858+74.7% | $5,144+99.0% | $4,764+114.9% |
| Participant deferral / active EE | $8,660 | $5,948+45.6% | $5,198+66.6% | $5,851+48.0% |
| Admin fee / account holder | $174,907 | $17,111+922.2% | $13,955+1153.4% | $11,599+1407.9% |