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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 | $66,380 | $176,120-62.3% | $159,487-58.4% | $167,553-60.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.50% | 331.95%-326.4pp | 263.71%-258.2pp | 478.89%-473.4pp |
| Employer contribution / active EE | $1,020 | $5,299-80.8% | $4,831-78.9% | $4,840-78.9% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $747 | $12,561-94.1% | $10,804-93.1% | $12,316-93.9% |