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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 | $116,898 | $202,342-42.2% | $172,752-32.3% | $152,897-23.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.54% | 1029.83%-1029.3pp | 802.97%-802.4pp | 345.43%-344.9pp |
| Employer contribution / active EE | $4,670 | $5,858-20.3% | $5,144-9.2% | $4,764-2.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,900 | $17,111-53.8% | $13,955-43.4% | $11,599-31.9% |