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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 | $95,439 | $160,070-40.4% | $147,117-35.1% | $145,897-34.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.70% | 98.69%-93.0pp | 420.54%-414.8pp | 552.29%-546.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,819 | $8,419+87.9% | $8,065+96.2% | $6,689+136.5% |
| Admin fee / account holder | $66,670 | $15,035+343.4% | $12,993+413.1% | $13,390+397.9% |