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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 | $60,956 | $226,105-73.0% | $182,540-66.6% | $152,897-60.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 2.75% | 192.58%-189.8pp | 148.58%-145.8pp | 345.43%-342.7pp |
| Employer contribution / active EE | $2,632 | $4,978-47.1% | $4,076-35.4% | $4,764-44.8% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,821 | $10,706-55.0% | $8,593-43.9% | $11,599-58.4% |