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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 | $33,482 | $175,231-80.9% | $149,696-77.6% | $139,466-76.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.45% | 166.77%-165.3pp | 134.46%-133.0pp | 373.66%-372.2pp |
| Employer contribution / active EE | $4,323 | $5,478-21.1% | $4,821-10.3% | $4,754-9.1% |
| Participant deferral / active EE | $10,000 | $6,521+53.3% | $5,682+76.0% | $6,712+49.0% |
| Admin fee / account holder | $62,040 | $16,155+284.0% | $13,212+369.6% | $11,409+443.8% |