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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 | $38,806 | $176,071-78.0% | $159,450-75.7% | $167,497-76.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.74% | 331.79%-328.0pp | 263.60%-259.9pp | 478.62%-474.9pp |
| Employer contribution / active EE | $4,027 | $5,298-24.0% | $4,830-16.6% | $4,838-16.8% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,579 | $12,555-79.5% | $10,800-76.1% | $12,310-79.0% |