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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 | $63,540 | $72,071-11.8% | $68,368-7.1% | $137,256-53.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 3.64% | 353.14%-349.5pp | 292.57%-288.9pp | 220.34%-216.7pp |
| Employer contribution / active EE | $46,500 | $2,788+1567.9% | $2,649+1655.4% | $4,156+1018.9% |
| Participant deferral / active EE | $34,750 | $4,410+688.0% | $4,123+742.9% | $6,407+442.4% |
| Admin fee / account holder | $53,390 | $5,336+900.6% | $5,150+936.7% | $12,270+335.1% |