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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 | $59,213 | $159,934-63.0% | $147,005-59.7% | $145,959-59.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.54% | 98.24%-94.7pp | 418.76%-415.2pp | 561.95%-558.4pp |
| Employer contribution / active EE | $2,500 | $5,287-52.7% | $4,934-49.3% | $4,661-46.4% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,303 | $15,053-91.3% | $13,006-90.0% | $13,398-90.3% |