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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 | $50,950 | $171,867-70.4% | $149,721-66.0% | $147,586-65.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.25% | 2113.36%-2107.1pp | 1501.67%-1495.4pp | 578.59%-572.3pp |
| Employer contribution / active EE | $3,600 | $6,275-42.6% | $5,444-33.9% | $4,876-26.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $79,930 | $13,799+479.2% | $11,282+608.5% | $10,886+634.3% |