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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 | $66,623 | $144,130-53.8% | $117,861-43.5% | $147,586-54.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 2.69% | 531.20%-528.5pp | 335.11%-332.4pp | 578.59%-575.9pp |
| Employer contribution / active EE | $3,083 | $4,897-37.1% | $3,786-18.6% | $4,876-36.8% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,625 | $10,887-57.5% | $8,021-42.3% | $10,886-57.5% |