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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 | $160,028-38.6% | $147,080-33.2% | $145,884-32.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.69% | 98.60%-92.9pp | 420.17%-414.5pp | 551.85%-546.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,800 | $8,422-19.3% | $8,066-15.7% | $6,690+1.6% |
| Admin fee / account holder | $18,249 | $15,030+21.4% | $12,989+40.5% | $13,392+36.3% |