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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 | $37,350 | $160,028-76.7% | $147,080-74.6% | $145,884-74.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.72% | 98.60%-92.9pp | 420.17%-414.4pp | 551.85%-546.1pp |
| Employer contribution / active EE | $4,267 | $5,286-19.3% | $4,933-13.5% | $4,662-8.5% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,570 | $15,030-89.6% | $12,989-87.9% | $13,392-88.3% |