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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 | $68,054 | $102,595-33.7% | $94,057-27.6% | $154,746-56.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 7.53% | 583.42%-575.9pp | 480.62%-473.1pp | 172.34%-164.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,229 | $5,118+21.7% | $4,709+32.3% | $6,730-7.4% |
| Admin fee / account holder | $39,967 | $7,736+416.6% | $7,244+451.7% | $14,365+178.2% |