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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 | $50,903 | $202,342-74.8% | $172,752-70.5% | $152,897-66.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -0.47% | 1029.83%-1030.3pp | 802.97%-803.4pp | 345.43%-345.9pp |
| Employer contribution / active EE | $27,500 | $5,858+369.5% | $5,144+434.6% | $4,764+477.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $375 | $17,111-97.8% | $13,955-97.3% | $11,599-96.8% |