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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 | $49,201 | $171,867-71.4% | $149,716-67.1% | $147,585-66.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1.15% | 2113.36%-2112.2pp | 1501.67%-1500.5pp | 578.58%-577.4pp |
| Employer contribution / active EE | $2,348 | $6,275-62.6% | $5,444-56.9% | $4,876-51.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,849 | $13,799-86.6% | $11,282-83.6% | $10,886-83.0% |