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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 | $60,452 | $90,614-33.3% | $76,089-20.6% | $145,877-58.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 1.99% | 623.80%-621.8pp | 360.94%-359.0pp | 551.28%-549.3pp |
| Employer contribution / active EE | $2,506 | $3,324-24.6% | $2,690-6.8% | $4,663-46.3% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,671 | $8,376-80.1% | $6,418-74.0% | $13,402-87.5% |