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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 | $34,328 | $88,754-61.3% | $81,820-58.0% | $145,877-76.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.30% | 1031.77%-1029.5pp | 777.93%-775.6pp | 551.28%-549.0pp |
| Employer contribution / active EE | $46,000 | $3,085+1390.9% | $2,915+1478.0% | $4,663+886.5% |
| Participant deferral / active EE | $30,500 | $4,648+556.3% | $4,323+605.6% | $6,691+355.9% |
| Admin fee / account holder | $933,288 | $8,424+10979.5% | $7,391+12528.2% | $13,402+6863.7% |