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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 | $98,266 | $159,934-38.6% | $147,005-33.2% | $145,959-32.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.69% | 98.24%-92.6pp | 418.76%-413.1pp | 561.95%-556.3pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,800 | $8,427-19.3% | $8,070-15.7% | $6,689+1.7% |
| Admin fee / account holder | $18,249 | $15,053+21.2% | $13,006+40.3% | $13,398+36.2% |