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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 | $58,864 | $202,342-70.9% | $172,753-65.9% | $152,909-61.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.84% | 1029.88%-1029.0pp | 803.00%-802.2pp | 345.46%-344.6pp |
| Employer contribution / active EE | $3,250 | $5,857-44.5% | $5,144-36.8% | $4,764-31.8% |
| Participant deferral / active EE | $4,167 | $5,948-29.9% | $5,198-19.8% | $5,851-28.8% |
| Admin fee / account holder | $10,951 | $17,112-36.0% | $13,956-21.5% | $11,601-5.6% |