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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 | $176,120-78.0% | $159,487-75.7% | $167,553-76.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.74% | 331.95%-328.2pp | 263.71%-260.0pp | 478.89%-475.2pp |
| Employer contribution / active EE | $4,027 | $5,299-24.0% | $4,831-16.6% | $4,840-16.8% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,579 | $12,561-79.5% | $10,804-76.1% | $12,316-79.1% |