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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 | $66,085 | $202,345-67.3% | $172,755-61.7% | $152,885-56.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.37% | 1029.77%-1029.4pp | 802.94%-802.6pp | 345.39%-345.0pp |
| Employer contribution / active EE | $3,200 | $5,858-45.4% | $5,144-37.8% | $4,763-32.8% |
| Participant deferral / active EE | $12,080 | $5,948+103.1% | $5,198+132.4% | $5,851+106.5% |
| Admin fee / account holder | $27,501 | $17,111+60.7% | $13,955+97.1% | $11,598+137.1% |