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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 | $40,806 | $184,000-77.8% | $162,185-74.8% | $152,909-73.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 1.88% | 150.80%-148.9pp | 115.61%-113.7pp | 345.46%-343.6pp |
| Employer contribution / active EE | $2,707 | $6,370-57.5% | $5,613-51.8% | $4,764-43.2% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,395 | $13,124-89.4% | $10,844-87.1% | $11,601-88.0% |