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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 | $54,377 | $160,028-66.0% | $147,080-63.0% | $145,884-62.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.22% | 98.60%-90.4pp | 420.17%-411.9pp | 551.85%-543.6pp |
| Employer contribution / active EE | $3,261 | $5,286-38.3% | $4,933-33.9% | $4,662-30.1% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,842 | $15,030-14.6% | $12,989-1.1% | $13,392-4.1% |