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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 | $44,283 | $165,399-73.2% | $149,745-70.4% | $158,982-72.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.05% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-302.9pp |
| Employer contribution / active EE | $6,896 | $5,105+35.1% | $4,646+48.4% | $4,763+44.8% |
| Participant deferral / active EE | $6,456 | $7,183-10.1% | $6,843-5.7% | $5,983+7.9% |
| Admin fee / account holder | $35,688 | $10,811+230.1% | $9,312+283.3% | $11,252+217.2% |