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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 | $49,333 | $171,867-71.3% | $149,721-67.1% | $147,586-66.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.96% | 2113.36%-2105.4pp | 1501.67%-1493.7pp | 578.59%-570.6pp |
| Employer contribution / active EE | $2,375 | $6,275-62.1% | $5,444-56.4% | $4,876-51.3% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $48,093 | $13,799+248.5% | $11,282+326.3% | $10,886+341.8% |