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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 | $67,704 | $176,105-61.6% | $159,474-57.5% | $167,536-59.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.39% | 331.91%-323.5pp | 263.68%-255.3pp | 478.82%-470.4pp |
| Employer contribution / active EE | $2,500 | $5,299-52.8% | $4,831-48.2% | $4,839-48.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,152 | $12,559-74.9% | $10,802-70.8% | $12,315-74.4% |