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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 | $51,427 | $165,399-68.9% | $149,745-65.7% | $158,982-67.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.09% | 348.34%-347.2pp | 276.72%-275.6pp | 302.99%-301.9pp |
| Employer contribution / active EE | $20,850 | $5,105+308.5% | $4,646+348.8% | $4,763+337.8% |
| Participant deferral / active EE | $13,000 | $7,183+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $31,000 | $10,811+186.7% | $9,312+232.9% | $11,252+175.5% |