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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 | $48,748 | $202,342-75.9% | $172,752-71.8% | $152,897-68.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.41% | 1029.83%-1029.4pp | 802.97%-802.6pp | 345.43%-345.0pp |
| Employer contribution / active EE | $2,004 | $5,858-65.8% | $5,144-61.0% | $4,764-57.9% |
| Participant deferral / active EE | $8,250 | $5,948+38.7% | $5,198+58.7% | $5,851+41.0% |
| Admin fee / account holder | $3,024 | $17,111-82.3% | $13,955-78.3% | $11,599-73.9% |