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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 | $63,002 | $76,368-17.5% | $67,681-6.9% | $154,746-59.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 7.06% | 1066.77%-1059.7pp | 590.58%-583.5pp | 172.34%-165.3pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,916 | $4,824-18.8% | $3,976-1.5% | $6,730-41.8% |
| Admin fee / account holder | $6,516 | $8,559-23.9% | $6,100+6.8% | $14,365-54.6% |