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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 | $33,232 | $202,326-83.6% | $172,745-80.8% | $152,870-78.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.05% | 1029.72%-1029.7pp | 802.90%-802.8pp | 345.34%-345.3pp |
| Employer contribution / active EE | $2,803 | $5,858-52.2% | $5,144-45.5% | $4,763-41.2% |
| Participant deferral / active EE | $7,597 | $5,948+27.7% | $5,197+46.2% | $5,850+29.9% |
| Admin fee / account holder | $104,285 | $17,110+509.5% | $13,954+647.3% | $11,597+799.3% |