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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 | $46,862 | $111,878-58.1% | $93,727-50.0% | $145,897-67.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.55% | 204.28%-201.7pp | 133.83%-131.3pp | 552.29%-549.7pp |
| Employer contribution / active EE | $15,511 | $3,092+401.6% | $2,421+540.6% | $4,663+232.7% |
| Participant deferral / active EE | $7,625 | $4,920+55.0% | $4,417+72.6% | $6,689+14.0% |
| Admin fee / account holder | $823 | $10,256-92.0% | $8,292-90.1% | $13,390-93.9% |