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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 | $68,660 | $183,988-62.7% | $162,177-57.7% | $152,897-55.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 0.35% | 150.79%-150.4pp | 115.60%-115.3pp | 345.43%-345.1pp |
| Employer contribution / active EE | $2,250 | $6,370-64.7% | $5,613-59.9% | $4,764-52.8% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,500 | $13,123-80.9% | $10,843-76.9% | $11,599-78.4% |