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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 | $50,037 | $150,447-66.7% | $136,298-63.3% | $147,586-66.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.43% | 1049.15%-1048.7pp | 5156.27%-5155.8pp | 578.59%-578.2pp |
| Employer contribution / active EE | $3,799 | $5,256-27.7% | $4,696-19.1% | $4,876-22.1% |
| Participant deferral / active EE | $2,971 | $6,631-55.2% | $6,247-52.4% | $5,439-45.4% |
| Admin fee / account holder | $3,445 | $10,906-68.4% | $9,244-62.7% | $10,886-68.4% |