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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 | $93,649 | $165,399-43.4% | $149,745-37.5% | $158,982-41.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.14% | 348.34%-346.2pp | 276.72%-274.6pp | 302.99%-300.9pp |
| Employer contribution / active EE | $18,725 | $5,105+266.8% | $4,646+303.1% | $4,763+293.1% |
| Participant deferral / active EE | $14,667 | $7,183+104.2% | $6,843+114.3% | $5,983+145.1% |
| Admin fee / account holder | $50,000 | $10,811+362.5% | $9,312+437.0% | $11,252+344.4% |