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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 | $65,963 | $102,595-35.7% | $94,057-29.9% | $154,746-57.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 2.82% | 583.42%-580.6pp | 480.62%-477.8pp | 172.34%-169.5pp |
| Employer contribution / active EE | $4,348 | $3,147+38.2% | $2,933+48.2% | $4,379-0.7% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,977 | $7,736-35.7% | $7,244-31.3% | $14,365-65.4% |