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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 | $47,599 | $109,872-56.7% | $98,483-51.7% | $167,536-71.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 3.80% | 1959.31%-1955.5pp | 1494.38%-1490.6pp | 478.82%-475.0pp |
| Employer contribution / active EE | $6,000 | $3,225+86.0% | $2,961+102.7% | $4,839+24.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,013 | $6,757-85.0% | $5,953-83.0% | $12,315-91.8% |