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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 | $66,639 | $160,070-58.4% | $147,117-54.7% | $145,897-54.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.46% | 98.69%-93.2pp | 420.54%-415.1pp | 552.29%-546.8pp |
| Employer contribution / active EE | $2,382 | $5,285-54.9% | $4,932-51.7% | $4,663-48.9% |
| Participant deferral / active EE | $20,333 | $8,419+141.5% | $8,065+152.1% | $6,689+204.0% |
| Admin fee / account holder | $27,626 | $15,035+83.7% | $12,993+112.6% | $13,390+106.3% |