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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 | $202,342-83.6% | $172,753-80.8% | $152,909-78.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.05% | 1029.88%-1029.8pp | 803.00%-803.0pp | 345.46%-345.4pp |
| Employer contribution / active EE | $2,803 | $5,857-52.2% | $5,144-45.5% | $4,764-41.2% |
| Participant deferral / active EE | $7,597 | $5,948+27.7% | $5,198+46.2% | $5,851+29.8% |
| Admin fee / account holder | $104,285 | $17,112+509.4% | $13,956+647.3% | $11,601+799.0% |